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Click here or scroll down to respond to this candidateCandidate's Name
PHONE NUMBER AVAILABLE EMAIL AVAILABLEQualificationsOver 15 years of experience in the financial services industry with depth of knowledge in increasing revenue, project management, training, and unique plan specificationsHighly effective leadership skills, including promoting teamwork, innovation, accountability and goal attainmentProven ability to develop relationships with colleagues, clients, and senior management to drive growth and revenue, and productive communication across levelsEducationGovernors State University University Park, ILBA, Business Administration MajorExperienceNewport Group 2022 - PresentSenior Compliance Analyst Remote MissouriPerforms compliance testing for defined contribution plans.Verifies accuracy of plan census data and identifies contributions to be tested for plan year.Communicates with plan sponsors to update and correct required data necessary to perform various testing required by government regulations (ADP, ACP, 415 401(a)(4) coverage and top-heavy testing)Empower Retirement 2009 - 2022Compliance Analyst Overland Park, KSResponsible for the successful compliance management and delivery of compliance services for block of business, participates in training, communication of compliance administration topics to clients, and may include institutional business partnersMaintains all necessary systems related to assigned block of business, including Compliance Access Database, excel tracking spreadsheets, testing and government forms preparation software and other systems as deemed necessaryMay assist with the development and maintenance of specific compliance systems and tools for compliance departmentServing as committee leader for the purpose of establishing department level procedures; overseeing compliance and consulting service model to a block of business; and department lead for any ongoing and/or specific company initiatives or system enhancements.Training SpecialistAids in development of and facilitates effective and engaging 7 week training program, in a method focused on the unique needs of adult learners, for Call Center new hiresCoordinates with other trainers and Call Center management on arranging training schedulesCollaborates with other heritage RPS departments to obtain up to date information, and maintains the heritage RPS Call Center SharePointService Delivery SpecialistFostered strong working relationships with internal service departments and external clientsProvided outstanding leadership and oversight for the phone teams in relation to the short and long-term goals of Retirement Plan ServicesOversaw transition, service delivery, and ongoing process improvement, and was accountable for proactive delivery of administration and operational services on the participant and plan level according to the service agreements and scope of services documentsFacilitated plan level training for the participant service Call Center representatives |
