PAULA AGUILAR
Palm Bay,FL
Summary
Detail-oriented Administration Specialist with experience in retirement plan administration, emphasizing compliance, data reconciliation, and customer service. Demonstrated ability to navigate complex IRS regulations and ERISA requirements, ensuring accurate and timely submission of critical financial documents. Adept at streamlining processes to enhance efficiency and accuracy in data management and plan administration.
Overview
23
23
years of professional experience
Work History
Total Administration Specialist
Benetrends Financial
Lansdale, PA
06.2012 - Current
- Complete Form 5500s
- Reconcile Assets / Stock
- Loans / Vesting / Distributions
- Nondiscrimination Testing
- Initial/Additional Stock Calculations for newly formed Corporations
- Profit Sharing Calculations & Forfeiture Reallocations.
Compliance Analyst
The Newport Group
St. Petersburg, Florida
07.2007 - 05.2012
- Prepared Form 5500s & Nondiscrimination Testing for small to medium sized clients
- Consultant to the Account Management Service Center with participant questions with testing results/Plan Document issues such as eligibility, allocations and corrective measures
- Also assisted Plan Administrators and Auditors concerning questions on various issues, (census questions, reconciliation questions with Trust and Recordkeeping system differences, etc)
- Assisted with the preparation of training materials for Relius WebClient and FT Williams for online publishing and submission of the Form 5500.
ERISA Services Case Manager
CitiStreet
Somerset, New Jersey
12.2001 - 06.2007
- Completed Form 5500s & Nondiscrimination Testing for small to medium sized clients
- Contacted clients regarding census issues, assisted them in gathering the data or any outside assets to be included in the annual reporting
- Dealt with auditors concerning questions on the Form 5500 and reconciliations
- Contacted outside carriers (Lincoln, Travelers, Nationwide) to request financial reports.
Education
Skills
- Compliance analysis
- IRS Form 5500 processing
- Asset reconciliation
- Nondiscrimination testing
- Stock calculations
- Profit sharing calculations
- Forfeiture reallocations
- Plan document issues
- Participant questions
- Plan administration
- Audit assistance
- Training material preparation
- ERISA services
- Census data review & scrub
- Customer Service/Contact
Languages
Spanish
Native/ Bilingual
Timeline
Total Administration Specialist
Benetrends Financial
06.2012 - Current
Compliance Analyst
The Newport Group
07.2007 - 05.2012
ERISA Services Case Manager
CitiStreet
12.2001 - 06.2007
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