Summary
Overview
Work History
Education
Skills
Timeline
Generic

SARA NUEHRING

Rockwell,IA

Summary

Seasoned retirement industry professional with 30 years of experience, including over 20 years specializing in onboarding. Excelling in client coordination of integration to enhance system accuracy and participant satisfaction. Career objective focused on leveraging extensive expertise to further enhance retirement plan services.

Overview

30
30
years of professional experience

Work History

Onboarding Specialist

Finway Group
Des Moines, IA
03.2025 - Current
  • Coordinating with clients, record keepers, and advisors to review all 401(k) documents during onboarding.
  • Participated in weekly calls to provide updates on plan status and timelines.
  • Requested prior compliance information to ensure adherence to regulations.
  • Prepared necessary paperwork for client signature via DocuSign, facilitating timely execution.

Transfer Coordinator - ESOP /Employee Stock Option

Principal Financial
07.2024 - 02.2025
  • Examine each plan document for accurate notation of provisions within the system.
  • Provided precise coding within system for plan provisions and service structures.
  • Assessed transition data from prior provider to ensure participant integration.
  • Reviewed alignment of entry dates, years of service, and diversification with prior provider information and plan requirements.
  • Upload participant data to the system.

SR Transfer Associate

Principal Financial Group
12.2019 - 07.2024
  • Collaborated with clients to facilitate transfer of their Retirement Plans to Principal.
  • Facilitate retirement asset transition by devising a timeline in conjunction with the present carrier, transferring resources to Principal.
  • Guided clients through necessary transfer paperwork.
  • Prepare the Sarbanes-Oxley Notice that is required for blackout periods.
  • Processed fund and report data to reassign assets to participant accounts.

Client Service Specialist

Principal Financial
06.2003 - 12.2019
  • Prepared legal documents essential for establishing Retirement plans.
  • Collaborated with internal partners to obtain necessary signatures and enable investment trades.
  • Processed coding for accurate plan management.
  • Provided assistance with inquiries and solutions as required.
  • Facilitated the process of updating contract updates on plans.
  • Developed streamlined procedures for managing rewrites to enhance efficiency.

Processing Specialist

Principal Financial
10.1995 - 06.2003
  • Maintained accuracy in processing distributions, contributions, and refunds.
  • Accurately build participants in the system.
  • Provided assistance with inquiries and solutions as required.
  • Completed various projects successfully.

Education

BACHELOR'S DEGREE - Elementary Education, Special Education, reading certificate

Buena Vista University
05.1999

ASSOCIATES IN ARTS -

North Iowa Community College
05.1993

Skills

  • Strong Verbal Communication
  • Adaptable Mindset
  • Computer skills
  • Decision-making
  • Independent Work
  • Organizational skills
  • Client coordination
  • Customer service
  • Leadership skills
  • Collaborative Team Player

Timeline

Onboarding Specialist

Finway Group
03.2025 - Current

Transfer Coordinator - ESOP /Employee Stock Option

Principal Financial
07.2024 - 02.2025

SR Transfer Associate

Principal Financial Group
12.2019 - 07.2024

Client Service Specialist

Principal Financial
06.2003 - 12.2019

Processing Specialist

Principal Financial
10.1995 - 06.2003

BACHELOR'S DEGREE - Elementary Education, Special Education, reading certificate

Buena Vista University

ASSOCIATES IN ARTS -

North Iowa Community College

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