I have an extensive background performing client service administration, data projects, reporting and implementation for defined benefit plans, inclusive of cash balance plans). Additionally, I have defined contribution experience including plan set-up, administration, verifying contributions, auditing, and special projects including utilizing the IRS's voluntary compliance program.
Additionally, I have experience in health and welfare plan open enrollment implementation, as well as auditing welfare insurance monthly invoicing.
In each of my roles, my analytical data skills and versatility in utilizing software (Excel, SQL, etc), have enabled me to efficiently produce highly accurate results. …show more content…
For one of these clients, I was the client service delivery manager for a hospital plan that included a cash balance and several legacy defined benefit plans. Most recently, I implemented, tested and managed data reporting including letter automation, for a very large hospital defined benefit plan (which included over 30 defined benefits qualified plans and non-qualified