Theresa Atkins
Randolph,MA
Summary
Highly motivated and committed employee, adept in 401k, 403b ERISA Plans and IRS regulations, with a proven track record of enhancing 401K plan compliance and customer satisfaction, multitask and prioritize workload with little to no supervision from management. A strong background in customer service with strong problem-solving abilities and advanced knowledge in payroll integration, significantly improving process efficiency. Recognized for exceptional service and teamwork, holding advanced certifications including ASPPA and Six Sigma Yellow Belt.
Overview
17
17
years of professional experience
Work History
SR Retirement Plan Account Manager
SS&C
Quincy, MA
07.2022 - Current
- Identified opportunities for improvement within existing processes and systems used in administering the company's 401(k) plan. Implement team processes and procedures for distribution to the group.
- Implement team processes and procedures for distribution to the group.
- Implemented procedures for filing government forms, such as 5500s, as required by law.
- Analyzed data to determine compliance with IRS regulations regarding qualified plans.
- Created a tracking system to monitor employee's progress in meeting their retirement goals.
- Maintained updated knowledge through continuing education and advanced training.
- Utilized various software and tools to streamline processes and optimize performance.
- Prioritized and organized tasks to efficiently accomplish service goals.
- Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
- Recognized by management for providing exceptional customer service.
- Demonstrated strong problem-solving skills, resolving issues efficiently and effectively.
- Worked successfully with diverse group of coworkers to accomplish goals and address issues related to our products and services.
- Assisted with customer requests and answered questions to improve satisfaction.
Retirement Plan Account Manager
SS&C
Quincy, MA
12.2007 - Current
- Ensured accuracy of financial statements related to the 401K plan by performing periodic reconciliations.
- Maintained records of employee contributions and deposits into the company's 401K plan accounts.
- Assisted in the preparation of quarterly audits conducted by third-party auditors.
- Provided ongoing customer service to clients regarding their 401K accounts.
- Maintained updated knowledge through continuing education and advanced training.
Education
High School Diploma -
East Boston High School
Chelsea, MA06-1993
Skills
- 10 years in retirement services
- Advance knowledge of ERISA plans (Employee Retirement Income Security Act), Department of Labor (DOL), and IRS regulatory rules
- Knowledge in payroll integration programs, working internally with the Finance Department and outside payroll vendors on behalf of the plan company
- Strong understanding of TPA, Plan Sponsor, and Financial Advisor roles and responsibilities in qualified plans
- Strong knowledge and understanding of annual compliance and nondiscrimination testing
- Consult plans and an advisor on understanding the plan's adoption and provision, ensuring the plan is in compliance
- Provide training and guidance to the team, and coordinate training with new hires
- Microsoft Office applications
- Service NOW and JIRA
- JIRA/SNOW application system
- AMFIC Certified (Advanced Mutual Fund Industry Certification)
- Six Sigma Yellow Belt Certification (statistic, analytics and problem solving)
- SPARK Certification (Society of Professional Asset Managers & Record Keepers)
- ASPPA Certification (American Society of Pension Professionals and Actuaries)
Timeline
SR Retirement Plan Account Manager
SS&C
07.2022 - Current
Retirement Plan Account Manager
SS&C
12.2007 - Current
High School Diploma -
East Boston High School