William Crabill
Philadelphia,PA
Summary
A highly motivated retirement Trade Accountant, Manger with over 20 years of experience in the Retirement industry. Highly creative, recognized as a results-oriented and solution-focused individual. Areas of strength include: Settling Mutual Fund Trades, Computer Literacy, Team Player, SSAE-18 (SAS-70) Audit, Purchases / Liquidations / Fund Transfers, Daily Valuations, Month-End Reporting, Research Abilities, ISO 9001 Plan Audit for Quality Assurance, Problem Solver, Strong analytical and organizational skills, Ability to multitask and meet deadlines, Strong knowledge of 401(a), 401(k), 403(b) / 457(b) plans, administration and compliance. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.
Overview
25
25
years of professional experience
Work History
Client Onboarding Specialist
Human Interest
01.2021 - Current
- Served as the point person and advocate for new clients, guiding them from the point of sale and plan feature selection through implementation and active status; managed over 30 incoming emails, calls per day from clients
- Managed all aspects of new plans, conversions, and amendments
- Analyzed plan design for new plans and modifications to existing plans for DOL and ERISA Regulation compliance and assisted the sponsor in choosing provisos that suit the company’s needs
- Ensure a smooth transition from prospect to client for new accounts
Trade Accountant and Plan Conversions/Deconversions Manager
Horace Mann/Benefit Consultants Group
01.2015 - 01.2021
- Manage day to day operations of Trade Accounting Department as listed under Trade Accountant Team lead as well as below additions
- Create new plans in the Relius system
- Handle all Service Terminations from liquidation to wiring funds
- Ensure that valuations match wire and are made available to client for new TPA
- Work with ISO 9001 and SSAE-16 (SAS-70) Auditors to ensure quality assurance and compliance in the plan Conversion and Trade Accounting Departments
- Work closely with Office of Information Technology to create and modify internal programs used across multiple departments
- Work closely with the Director of Operations to review departmental processes and procedures to ensure the departments are running efficiently
- Make all Broker/Advisor changes with the Platforms
- Work closely with internal departments to review trading and conversion questions and issues
- Conduct employee performance reviews for departments as well as submit salary changes to HR
- Assist in the training of new employees for both departments
- Working with Relius/FIS on the new feature iJoin for all plans to use for enrollment online
- Working with Relius/FIS to move our 404(a)(5) notices and 408(b)(2) notices from current vendor to Relius/FIS.
Trade Accountant, Team Lead
Benefit Consultants Group
01.2007 - 01.2015
- Manage day to day operations of Trade Accounting Department
- Supervise 2 full-time day Trade Accountants and 1 night Trade Accountant
- On-Call 5 nights a week between 4:30 PM – 10:00 PM to ensure department runs smoothly
- Work with ISO 9001 and SSAE-16 (SAS-70) Auditors to ensure quality assurance and compliance
- One of the only non-management employees able to authorize wire transfers
- Work closely with Office of Information Technology to create and modify internal programs
- Work closely with the Director of Operations to review departmental processes and procedures
- Work closely with mutual fund companies to review fund mergers and trading issues
- Work closely with internal departments to review trading questions and issues
- Conduct employee performance reviews for department
- Assist in the training of new employees
- Create the participant statements from Relius/FIS system quarterly.
Trade Accountant
01.2001 - 01.2007
- Import/export fund allocations into Relius Database
- Import/Export Plan Census information into Relius Database
- Import NAV (Net Asset Value) of Funds into Relius Database
- Enter client 401(k),403(b) and various 457 plan allocations into Relius Database
- Generate trade files to be sent to Mutual Fund families and MATC
- Balance and reconcile 401(k), 403(b) and various 457 plans daily, monthly, and quarterly
- Confirm fund transfers/purchases/liquidations for 401(k), 403(b) and various 457 plans
- Troubleshoot 401(k),403(b) and various 457 plans
- Assist in the training of new employees
- Promoted to Team Lead.
Pension Administrator
01.2000 - 01.2001
- Input /Export 401(k),403(b) and various 457 plan census information into Relius Database
- ADP/ACP Testing for 401(k),403(b) and various 457 plans
- 5500 reporting for 401(k),403(b) and various 457 plans
- Coordinate plan and employee distributions for 401(k),403(b) and various 457 plans
- Prepare final valuations for service termination for 401(k),403(b) and various 457 plans
- Answer all Client Service issues pertaining to 401(k),403(b) and various 457 plans
- Communicate tax laws and changes to Plan Trustees
- Assist in the training new employees
- Promoted to Trade Accountant.
Client Service Representative
01.1999 - 01.2001
- Answer questions from Plan Trustees, participants and brokers
- Track Client Service Department calls and compile data for monthly meetings
- Assist in the training of new employees
- Promoted to Pension Administrator.
Payroll Processor/Distributions
01.1999 - 01.1999
- Processed payroll for 401(k),403(b) and various 457 plans
- Set-up new 401(k),403(b) and various 457 plans in Relius Database
- Entered 401(k),403(b) and various 457 plan enrollment guides into Relius Database
- Assist in the training of new employees
- Promoted to Client Service Representative
- Processed Distributions for the Relius System
- Processed Loans from the Relius System
- Processed Hardships from the Relius System.
Education
Some College (No Degree) - Business Management
Community College of Philadelphia
Philadelphia, PAAssociate in Electronics Engineering Technology - Electrician
CHI Institute
Horsham, PA10.1997
Skills
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Relius Administration/ FIS
- Crystal Reports
- Feith Scanning Workflow
- Mid-Atlantic Trust Company (MATC) Web-Based Software
- Multitasking Abilities
- Flexible and Adaptable
- Remote Office Availability
- Organizational Skills
- Task Prioritization
- Analytical and Critical Thinking
- Customer Relations
References
Furnished upon request
Timeline
Client Onboarding Specialist
Human Interest
01.2021 - Current
Trade Accountant and Plan Conversions/Deconversions Manager
Horace Mann/Benefit Consultants Group
01.2015 - 01.2021
Trade Accountant, Team Lead
Benefit Consultants Group
01.2007 - 01.2015
Trade Accountant
01.2001 - 01.2007
Pension Administrator
01.2000 - 01.2001
Client Service Representative
01.1999 - 01.2001
Payroll Processor/Distributions
01.1999 - 01.1999
Some College (No Degree) - Business Management
Community College of Philadelphia
Associate in Electronics Engineering Technology - Electrician
CHI Institute