Stacie Wade
Greenwood,IN
Summary
Senior retirement plan manager with 20+ years of experience in plan administration and client satisfaction. Expertise in leading teams and managing assets over $575 million. Strong focus on delivering exceptional customer service and improving internal processes through analytical skills.
Overview
2026
2026
years of professional experience
3
3
Certifications
Work History
Senior, Retirement Plan Manager
OneAmerica Client Management Services
Indianapolis, IN
05.1999 - 11.2025
- Supported plan administrators and financial advisors with administrative tasks to enhance service delivery
- Managed substantial assets and revenue, fostering client satisfactions and asset retention.
- Managed 403(b), 401(a), 401(k), 457 Tax Exempt and governmental plans
- Mentored and trained team members, leading to improved overall performance
- Executed annual plan administration tasks, including census reporting, compliance testing, and Form 5500 filings, to ensure regulatory adherence
- Prepared for 5500 audits by gathering necessary documentation and conducting thorough research.
- Subject matter expert for special projects and committees to enhance internal procedures and processes
- Meetings with customers and financial advisors to discuss plan design, corrections, compliance, legislative updates
- Strong problem solving and analytical skills to resolve issues effectively
Retirement Plan Analyst
OneAmerica Operations
- Balanced annual and quarterly reports through thorough error research and correction.
- Updated omni recordkeeping systems with revised document plan provisions.
- Executed complex earnings calculations to ensure reporting integrity.
- Implemented investment fund retires and additions.
Data Entry Processor
OneAmerica Operations
- Executed data entry for enrollments, contributions, and distributions efficiently.
- Trained new employees as subject matter expert to enhance team performance.
- Conducted quality assurance reviews to ensure adherence to standards.
- Implemented process improvements to optimize operational efficiency.
Skills
- Salesforce proficiency
- Excel expertise
- Data entry accuracy
- Process Improvement
- Compliance testing
- Audit preparation
- Regulatory compliance
- ERISA knowledge
- Financial reconciliation
- Contribution Funding
- Group variable annuities
- New business implementation
- Omni Recordkeeping
- FT Williams
- Retirement plan management (401(k), 403(b), governmental and tax-exempt 457, 401(a))
Certification
FINRA Series 6
Timeline
Senior, Retirement Plan Manager
OneAmerica Client Management Services
05.1999 - 11.2025
Retirement Plan Analyst
OneAmerica Operations
Data Entry Processor
OneAmerica Operations