Sara Moylett

Build and maintain relationships with plan sponsors

Communicate directly with clients to ensure annual census and other required plan information is received

Dedicated Contact for assigned group of clients

Assist the client in ensuring the plan is meeting all retirement plan qualification guidelines

Train and mentor junior administrators

Oversee annual compliance, nondiscrimination testing, and plan audits, ensuring accuracy and timeliness

Preparation and filing of annual IRS required forms; includes working with external auditors for audited plans

Perform reviews of testing and IRS filings prepared by associate level staff

Interface with recordkeeping providers to ensure a positive client experience

Develop technical skills to become a subject matter expert in regulatory and industry practices

Stays abreast of legislative and regulatory changes that may affect the administration of assigned retirement plans

Perform other tasks as requested and conform to General Performance Expectations as identified for all employees

Build and maintain relationships with plan sponsors

Communicate directly with clients to ensure annual census and other required plan information is received

Dedicated Contact for assigned group of clients

Assist the client in ensuring the plan is meeting all retirement plan qualification guidelines

Train and mentor junior administrators

Oversee annual compliance, nondiscrimination testing, and plan audits, ensuring accuracy and timeliness

Preparation and filing of annual IRS required forms; includes working with external auditors for audited plans

Perform reviews of testing and IRS filings prepared by associate level staff

Stays abreast of legislative and regulatory changes that may affect the administration of assigned retirement plans

Perform other tasks as requested and conform to General Performance Expectations as identified for all employees

• Assisted in the development of internal policies and procedures to ensure consistent, high-quality service delivery for all clients with retirement plans.
• Served as a trusted resource for colleagues seeking assistance with complex calculations or challenging client situations related to retirement planning.
• Ensured accurate recordkeeping for all plan participants by maintaining up-to-date beneficiary information, contribution amounts, and distribution details.
• Enhanced client satisfaction with personalized service and proactive communication regarding plan updates and changes.
• Contributed to the development of training materials for new Retirement Plan Analysts, promoting a consistent understanding of best practices across the team.
• Streamlined the retirement plan administration process for enhanced efficiency and timeliness.
• Collaborated with cross-functional teams to design competitive retirement plans tailored to meet client needs.
• Managed relationships with third-party vendors to ensure seamless administration of retirement plans and timely processing of transactions.
• Participated in industry conferences and workshops to stay current on emerging trends and regulatory updates affecting retirement plans.
• Collaborated with legal and compliance departments to identify potential issues within plan documents, amending as necessary to maintain regulatory adherence.
• Provided ongoing support to clients by addressing inquiries, resolving issues, and offering guidance on plan management.