Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Sheryl Bettini

Boomington,Minnesota

Summary

Dedicated and detail-oriented Client Relationship Manager with 23 years of experience specializing in Third-Party Administration (TPA) services. Proven expertise in administering multiple 401(k) plans, ensuring compliance with ERISA and IRS guidelines. Skilled in client relationship management, annual compliance testing, and vendor coordination. A clear communicator and educator, bringing a strong history of providing exceptional service to clients.

Overview

19
19
years of professional experience
1
1
Certification

Work History

Senior Client Relationship Manager

FuturePlan By Ascensus
11.2019 - Current
  • Successfully managed day-to-day administration of multiple 401(k) and 403(b) plans for diverse clients, ensuring compliance with ERISA, IRS guidelines, and other regulatory requirements.
  • Collaborated with clients to design and implement customized 401(k) plans, including plan document creation and communication strategies.
  • Conducted annual compliance testing, prepared Form 5500 filings, and ensured timely and accurate submission to regulatory authorities.
  • Established and maintained strong client relationships, addressing inquiries promptly and providing exceptional service.
  • Worked closely with third-party service providers, including recordkeepers and financial advisors, to oversee transaction processing and resolve issues.
  • Provided comprehensive education and training to clients on 401(k) plan features and compliance matters.
  • Utilized ftwilliam retirement plan administration software to maintain accurate records of plan transactions and participant data.

Retirement Plan Administrator

Goldleaf Partners
04.2009 - 11.2019
  • Successfully managed day-to-day administration of multiple 401(k) plans for diverse clients, ensuring compliance with ERISA, IRS guidelines, and other regulatory requirements.
  • Administered multiple 401(k) plans, ensuring compliance with ERISA and IRS guidelines.
  • Collaborated with clients on plan design and implementation, streamlining document creation and communication.
  • Conducted annual compliance testing and prepared Form 5500 filings for regulatory adherence.
  • Built strong client relationships, addressing inquiries promptly.
  • Coordinated with third-party service providers for seamless plan administration.
  • Conducted education sessions on 401(k) features and compliance.
  • Managed vendor relationships and utilized [specific software] for accurate recordkeeping.

Retirement Plan Specialist

LarsonAllen
11.2006 - 04.2009
  • Orchestrated day-to-day administration of multiple 401(k) plans and ESOPs, ensuring compliance with regulatory requirements.
  • Executed annual compliance testing and prepared Form 5500 filings.
  • Utilized Relius for recordkeeping and plan documents.

Retirement Plan Administrator

Lurie Besikof Lapidus & Company, LLP
09.2004 - 11.2006
  • Administered multiple 401(k) plans and ESOPS, ensuring compliance with ERISA and IRS guidelines.
  • Conducted annual compliance testing and prepared Form 5500 filings for regulatory adherence.
  • Managed vendor relationships and utilized Relius for accurate recordkeeping.

Education

Accounting

Metropolitan State University
Saint Paul, MN

Associate of Applied Science - Accounting

Anoka-Ramsey Community College
Minneapolis, MN

Skills

  • Plan Administration: Proficient in day-to-day operations of 401(k) plans, including transaction processing, enrollment, and distribution management
  • Compliance: Thorough understanding of ERISA, IRS guidelines, and other regulatory requirements related to 401(k) plan administration
  • Client Relationship Management: Demonstrated ability to build and maintain strong client relationships, addressing inquiries and concerns with professionalism and efficiency
  • Communication and Education: Excellent communication skills with experience providing education and training to clients on 401(k) plan features and compliance matters
  • Software Proficiency: Proficient in using ftwilliam and Relius retirement plan administration software for accurate recordkeeping and data management

Certification

QKA

Timeline

Senior Client Relationship Manager

FuturePlan By Ascensus
11.2019 - Current

Retirement Plan Administrator

Goldleaf Partners
04.2009 - 11.2019

Retirement Plan Specialist

LarsonAllen
11.2006 - 04.2009

Retirement Plan Administrator

Lurie Besikof Lapidus & Company, LLP
09.2004 - 11.2006

Accounting

Metropolitan State University

Associate of Applied Science - Accounting

Anoka-Ramsey Community College

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Sheryl Bettini