Plan Administrator Resume Samples

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P Glover

Pearline

Glover

9749 Mertz Corner

Boston

+1 (555) 817 9160

9749 Mertz Corner

Boston

Phone

p +1 (555) 817 9160

Experience Experience

Los Angeles, CA

Plan Administrator

Los Angeles, CA

Jones LLC

Los Angeles, CA

Plan Administrator

Work with external and internal auditors to provide information on compensation plans
Reviews loan paperwork and coordinates processing of loans with asset holder
Maintaining/creating of event timelines, operating procedures with the focus of process improvements
Assists IRS and DOL auditors, if the plan is subject to an IRS or DOL audit
Assists auditors if a plan is subject to an audit
Provide industry guidance and share best practices with corporate clients
Provide timely, superior customer service, including problem solving and issue resolution with minimal inconvenience to clients

New York, NY

Pension Plan Administrator

New York, NY

Connelly, Hauck and Durgan

New York, NY

Pension Plan Administrator

Effective diagnoses and processing of investments
Manages simple accounting tasks
Conduct audits at agreed intervals on the accuracy and completeness of records (both system and paper based)
Pension Plan Administrator
Team Leader potential backfill
Handles Pension Plan Administration hand in hand with Pension Plan Manager and Actuaries
Interface / One to One meetings with employees for the pension plan

present

Phoenix, AZ

Purchased Plan Administrator

Phoenix, AZ

Sauer and Sons

present

Phoenix, AZ

Purchased Plan Administrator

present

Create monthly billing and cumulative billing / tracking reports for Overhaul application management
Create macros to ensure smooth transitions of generated reports run within MKSUPP template
Create weekly reports to support ASIST and VDA+ so that correct coverages are applied or removed in a timely manner
Maintain accurate list of Canadian exchange rates and apply according to established rules to the SCQ requests
Perform daily reconciliation of amount submitted vs. processed. If not processed, search out solutions and apply
Prepare billing spreadsheet for upload to MKSUPP
Review cases in Argus determining eligibility for Guaranteed Overhaul Program based on published documents

Education Education

Bachelor’s Degree in Accounting

Belmont University

Bachelor’s Degree in Accounting

Skills Skills

Business Knowledge: Good understanding of the workings of the equity compensation business as well as a strong understanding of securities operations
Ability to manage several projects and/or tasks at the same time
Professional service experience - legal or accountancy
Communication: Strong written and verbal communication skills necessary for interacting with others throughout the organization
Computer proficiency in Microsoft Office applications
Teamwork: Ability to work well with others toward a common goal
Detail oriented
Ability to work in a fast paced environment
Strong administrative skills
Excellent communication Skills

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Plan Administrator Resume Examples & Samples

Maintain the employee stock database, update information and run monthly/quarterly reports and all SEC reporting requirements
Maintain schedules and administer policies regarding insider trading rules and reporting
Interact with internal clients regarding stock plan database inquiries and corrections
Maintain ongoing contact with Client Managers, Stock Plan Directors and their staff; continually identify ways to improve the process by suggesting potential procedure or service improvements
Responsible for aspects of a client’s restricted stock release
Ensure all client requests are delivered in a timely and accurate manner
Bachelors degree preferred, or 3+ years of relevant work experience
Understanding of the generic securities operations processes
Must possess excellent organizational, follow-up and problem solving skills
Ability to manage several projects and/or tasks at the same time
Computer proficiency in Microsoft Office applications
Analytical Skills: Well-developed problem solving skills necessary to identify multiple solutions for issues/problems, that may arise in the course of daily processing
Communication: Strong written and verbal communication skills necessary for interacting with others throughout the organization
Business Knowledge: Good understanding of the workings of the equity compensation business as well as a strong understanding of securities operations
Teamwork: Ability to work well with others toward a common goal
Project Administration: Ability to work under periods of high volumes and pressure. Need to be able to meet deadlines for daily weekly and monthly deliverables; prioritize workflow and critical issues
Database Administration, Reporting Analysis and Documentation: Understanding of how databases work. Ability to assess feasibility of new reports per client requests and document processes

Plan Administrator Resume Examples & Samples

Overall ownership for multiple corporate clients' databases (EO, ESP and modular add-ons)
Respond to client requests and drive client satisfaction by consistently meeting SLAs
Accountable for all aspects of service delivery, as it relates to plan administration
Responsible for meeting client deliverables such as processing trades and settlement paperwork, client reporting, project work and purchase or lapse testing
Serve as primary point of contact for corporate client for day-to-day plan administration requests
Adhere to audit process and ensure UBS FS remains compliant in all audit surveys such as SOX, ISO27001, and SSAE16
Provide industry guidance and share best practices with corporate clients
Analyze client data to ensure accurate processing of import files, transactions or reports
Participate, as needed, in product testing and validation using in-depth product knowledge to identify and document defects as well as suggest enhancements
Use advanced problem solving skills to identify and resolve errors or problems
Ensuring all participant stock plan transactions are correctly processed and settled in a timely manner
Survey and tracking of Disqualifying Dispositions
Knowledge of data flows between interfacing systems
Ability to manage high level assigned clients (number and/or complexity)
Interact with internal clients regarding stock plan database and inquiries and corrections
Other duties as directed
Minimal Travel
Understanding of equity plan compensation and the Wealth Management industry
Ability to balance corporate responsibility and risks opposite client needs
Interpersonal / People interaction: excellent written and verbal communication skills
Exceptional time management skills and ability to prioritize work load
Well developed analytical and problem solving skills necessary to identify and recommend solutions
Proficient in MS Office suite; specifically in Excel (required) and Access (preferred)
Undergraduate degree in business, equivalent experience required
CEP designation or willingness to pursue
2 years of experience in Financial Services related industry

Plan Administrator Resume Examples & Samples

Complete all aspects of accounting and compliance for qualified retirement plans
Execute solid understanding of accounting principles, general tax regulations, ERISA, technology implementation procedures, etc. relative to individual client assignments
Adhere to engagement budget constraints and complete assigned tasks within the time requested
Strive to attain charge hour goals
Participate in early practice development activities such as: membership in qualified organization capable of referring potential engagements
Execute Administrative duties as assigned
Expectation to achieve industry credentials such as QKA within 4 years
Bachelor's degree required; Master's degree in Accounting, Taxation or related field preferred
CPA eligible; desire to obtain certification is required
Internship experience in accounting or related field preferred
Excellent interpersonal, analytical, research and audit project management skills, including knowledge of GAAP, Taxation compliance, codes and regulations and GAAS rules, procedures and standards
Ability to multi-task, think independently and problem solve in a results driven team oriented environment
Strong computer and technical skills including, Microsoft Office Suite, Outlook, intranet and audit software

Plan Administrator Resume Examples & Samples

Maintain and update job listings
Manage the company job plan
Assist with booking trainees to each job and ensure each area is sufficiently staffed
Liaise with trainees to ensure development and training needs are met
Be a Superuser for the HR system
Responsible for starters and leavers
Produce monthly reports and be able to analyse statistics
Build strong professional relationships with staff including senior level
Educated to A-level or equivalent
Professional service experience - legal or accountancy
Analytical in your way of thinking
Confident communicator
Database administration and reports generation experience

Plan Administrator Resume Examples & Samples

Process plans using database, liaising with various parties and producing member documents. Keeping database up to date with any changes
Liaise with Accounts department regarding settlements, payments
Liaise with colleagues internally to ensure all Regional Managers are kept up to date with latest information, liaise with colleagues internally regarding any repatriation needs, production of certificates, letters etc as and when required
Liaise with clients, Funeral Directors, Will Writers and Sales Representatives via phone, letter or email to keep them fully up to date with latest information
Answer phone, speak to customers, help to resolve queries
Adhoc administrative duties
Excellent communication Skills
Organised Individual

Plan Administrator Resume Examples & Samples

Administration support for multiple corporate clients
Administration of Stock Options, (ISO,NQ,SAR,PSO), Restricted Stock (RSU,RSS,PSU)
Administer the processing of all equity issuances, vesting’s, exercises, release’s, dividends, deferrals
Prepare accurate daily/monthly/year end reporting and reconciliation
Ensure accurate and timely responses to all equity related inquiries and corrections internally and externally
Maintaining/creating of event timelines, operating procedures with the focus of process improvements
Work with internal and external teams to ensure successful Compliance audits
Interfacing with clients, branch, call center, vendors, client-outsourced administration, focusing on quality control and timeliness
Analytical Skills: Well-developed problem solving skills necessary to identify multiple solutions for issues/problems that may arise in the course of daily processing

In Plan Administrator Resume Examples & Samples

Perform daily fulfillment activity for CCC & CS In Plan in flight and completed campaigns
Assist with data gathering for stake-holder reporting (all campaigns)
Support a work environment that promotes knowledge sharing, customer service, quality, innovation and teamwork
Contribute to analyses for capability and business improvement projects as assigned
Identify opportunities and recommendations for improvement in business processes as they relate to current and changing business needs (as recommended by Brighter Way Management)
Participate in CI and/or Problem Solving meetings as required
Communicate progress on activities and alert appropriately when issues arise
Experience working with business applications (i.e. GLOBAL, Siebel)
Microsoft Excel/spreadsheet analysis skills
Experience with process analysis is an asset
Experience with Sharepoint is an asset
Knowledge of Sun Life Group Retirement or Group Benefits and/or Call Centre practices is an asset
Results-oriented individual

Transaction Plan Administrator Resume Examples & Samples

Timely and accurately process plan participant transactions (distributions, rollovers, Qualified Domestic Relations Orders)
Review and reconcile client contribution and loan repayment files
Work directly with clients to coordinate payroll funding and to resolve any payroll related questions or issues
Analyze and process client indicative files to ensure accurate eligibility and rehire tracking
Reconcile quarterly/annual statements; ensure they are correct and ready for mailing
Research and respond to call center research requests
Generate client specific reports as required
Identify trends in transaction processing and address them with Client Service Managers
Facilitate the reject process for participants who submit inaccurate or incomplete requests
Demonstrate full understanding of plan administration
Monitor work queue on a daily basis to ensure all transactions are processed within service standards

Senior Plan Administrator Resume Examples & Samples

Assist with drafting departmental procedures and checklists
Adjustment calculations and processing
Cross-training and collaboration with other areas of Defined Contribution Administration
Project work
Process fund family restrictions as requested
Resolve Participant inquiries
Loan reamortizations

Savings Plan Administrator Resume Examples & Samples

Determine the HCE eligibility. Identify people who should be eligible for the 401(k) plan and nonqualified deferred compensation (NQDC) plans based on Robert Half plan documents
Reconcile payroll contribution deductions that are loaded in the interface files between payroll vendor and Fidelity. Resolve all variances before preparing wire request. Prepare wire request for funding and submit for approval
Work with Manager and team members to fully research and respond to participant inquiries
Write and update plan information on-line (Intranet) to be viewed by participants. Coordinate with others to post these documents on-line
Coordinate periodic plan audits. Work with Fidelity and payroll vendor to make sure participant census data and deductions are accurately processed
Identify ineffective processes/procedures and practices. Make recommendations to streamline and enhance team productivity, efficiencies, and effectiveness
Work with an internal group to create reports that gather participant census data and Compensation as requested by Fidelity, review nondisc. Tests and Form-5500 to prepare for filing
Participate in department projects upon request
4-year college degree preferred
3+ years’ experience with 401(k) plan and nonqualified deferred compensation (NQDC) plans (409a) plan administration
Intermediate Microsoft Office, specifically with Excel and Word. Workday payroll experience a plus
Excellent verbal and written communication, ability to read plan documents and apply into daily administration of RH plans, ability to articulate plan provisions and guidelines to plan participants via phone or email, ability to reconcile payroll deductions and contribution deposits between payroll and TPA file interface
Ability to multitask in a fast-paced environment and ability to work on a team

Purchased Plan Administrator Resume Examples & Samples

Review cases, verifying truck information in VDA+, and processing coverage requests submitted in the Service Contract Quotation (SCQ) system
Check TRKTRN/C40628 or MCKTRN/C40528 to verify amount originally charged if request is a deletion
Ascertain eligibility for NATLG program requests
Prepare billing spreadsheets, based on information exported from SCQ, to be invoiced in the Billing Department (separate US from Canada)
Maintain accurate list of Canadian exchange rates and apply according to established rules to the SCQ requests
Prepare billing spreadsheet for upload to MKSUPP
Create macros to ensure smooth transitions of generated reports run within MKSUPP template
Perform daily reconciliation of amount submitted vs. processed. If not processed, search out solutions and apply
Create weekly reports to support ASIST and VDA+ so that correct coverages are applied or removed in a timely manner
Prepare monthly billing reports to the finance department for reconciliation. Research out-of-balance situations, if necessary
Coordinate with accounting and company control to ensure accurate GL accounts and reason codes are being correctly used
Review cases in Argus determining eligibility for Guaranteed Overhaul Program based on published documents
Respond to dealer questions about the Overhaul program
Create monthly billing and cumulative billing / tracking reports for Overhaul application management
Create information for coverage manager to apply appropriate coverages to the approved trucks for VDA+
Communicate with dealers to resolve billing and coverage inquiries relative to Protection Plans, NATLG, Premium Maintenance, and Overhaul
Create EXCEL spreadsheets and macros as assigned
BS/BA in Business, Finance, Engineering or equivalent work experience preferred
Understanding of the protection plan offerings and rules (time limits, etc.) as applicable by brand, truck type, truck application, engine, transmission, etc
Basic understanding of standard warranty
SCQ, VDA+, UCHP knowledge
Working knowledge of: TRKTRN/C40628, MCKTRN/C40528, MS Office including Outlook, Excel, Word, Powerpoint

Pension Plan Administrator Resume Examples & Samples

Gathers and reviews data for routine and non-routine pension calculations. Performs comprehensive problem solving and research on pay-related and work history discrepancies, audit findings, eligibility, vesting service and design issues and updates pension records to reflect findings. Helps employees interpret complex pension and 401(k) information, specifically around plan provisions, and pension distribution options. Establishes pension payment setup and ongoing maintenance of pension payments. Participates in quality check reviews to ensure accuracy and data integrity. Prepares correspondence for participants regarding Plan features, payment amounts, and options as well as remittances for trust overpayments
Works closely with vendors, HR business consultants and partners, such as payroll, leave administrators, Compensation, Workforce Relations, to ensure accuracy of the data submitted and reconcile differences. Provides qualified and non-qualified calculations as requested. Maintains a high level of confidentiality through understanding privacy laws, company policy, legal and ethical requirements
Responsible for maintaining, evaluating and executing monthly reports to audit employee and employer data with external pension and 401(k) recordkeeping systems. Upholds and maintain ERISA and IRS compliance standards around Plan provision. Gathers and reviews data needed for pension calculations and other ancillary benefits offered through the pension plan
Performs survivor calculations in-house. Participates with employee and legal on Qualified Domestic Relations Orders to ensure accurate and timely distribution of benefits
Provides expertise to HR Operations, and our HR partners relating to pension and 401(k) processes, design, federal regulations, eligibility and other questions. Assist in special projects as assigned

Meal Plan Administrator Resume Examples & Samples

Work closely with Housing and Residence Life, Student Accounts, and Office of the Registrar, along with students and parents to assign appropriate meal plans and collect funds as required
Make changes as necessary to Mason Money accounts to facilitate the student and university needs
Key functions include: managing billing, reconciliation and cash handling activities
Responsible for managing Mason Card Office social media (e.g., Facebook) and Web site content; and
Supervision of the student and wage employees, and maintaining weekly work schedule
Bachelor’s degree in an appropriate discipline, or an equivalent combination of education and experience
Proficiency in Microsoft Office applications with particular emphasis on Excel; and
Must possess excellent customer service skills and demonstrate the ability to research and resolve issues
Organized and be willing to support other areas of the office as required
Familiarity with Ellucian Banner and other Mason systems
Well-versed in the process of reconciliation of funds collected and disbursed with settlement reports
Proficiency with cash-handling procedures
Ability to assist in smooth transition between semesters; and
Provide assistance to others interacting with the Mason Card Office

Plan Administrator Resume Examples & Samples

Knowledge of the Commonwealth’s HR/CMS payroll system (People Soft)
Knowledge of and the proficiency in utilizing the Commonwealth’s Information Warehouse
Knowledge of the Commonwealth’s Human Resources structure

Pension Plan Administrator Resume Examples & Samples

Pension Plan Administrator
Team Leader potential backfill
Handles Pension Plan Administration hand in hand with Pension Plan Manager and Actuaries
Interface / One to One meetings with employees for the pension plan
Communications with pensioners
Processes exits and entries in and out of pension plan
Manages Home Ownership withdrawals/pledges (Encouragement à la Propriété du Logement)
Processes pension plan purchases calculations
Responsible for all payments from the pension plan account
Maintain HR data for pension account
Maintain personnel files accurately
Effective diagnoses and processing of investments
Manages simple accounting tasks
Conduct audits at agreed intervals on the accuracy and completeness of records (both system and paper based)
Assist team leader
Ideally a Graduate
Minimum 3 years of experience in Swiss pensions/social security administration
Fluent in both English and French, written and spoken. German is a plus
Attention to detail, inquisitive and questioning
Independent, shows initiative

Dshs Habilitation Plan Administrator Resume Examples & Samples

A doctor of medicine or osteopathy
A registered nurse
An individual who holds at least a Bachelor's degree in any of the following
Occupational Therapy
Physical Therapy
Psychology
Social Work
Speech
Audiology
Recreation and related fields; or
The Human Services (as defined at 483.430 (b) (5) (x)), includes but is not limited to: sociology, special education, rehabilitation counseling, and psychology

Plan Administrator Resume Examples & Samples

Manage long term incentive plans utilizing incentive software tool. Audit database to ensure participants, plans and targets are accurate and up to date
Conduct annual enrollment process for Deferred Compensation. Manage Executive Restoration Plan and maintain database of plan participants. Ensure compliance with plan rules and initiate payments for employees who are terminating or retiring
Generate statements and plan communication through the incentive plan software tool. Answer participant questions and conduct training for new participants and others
Determine the annual incentive plan budget and monitor how the organization is tracking to budget throughout the year
Prepare and post monthly updates for finance on incentive plan liabilities based on current participants and forecasted financials
Work with external and internal auditors to provide information on compensation plans
Assist in the preparation of meeting materials for inclusion in the Compensation Committee meeting packages
Partner with other compensation staff to ensure incentive opportunity and payment processes are accurate and completed in a timely manner. Assist in other compensation projects as needed
Implement and monitor processes, identify areas for increased efficiency and ensure appropriate review, approval and internal controls are in place
Interface with finance, payroll, human resources and legal organizations

Dshs Habilitation Plan Administrator Resume Examples & Samples

Occupational Therapy,
Physical Therapy,
Psychology,
Social Work,
Speech,
Audiology,
Recreation and related fields, or

Plan Administrator Resume Examples & Samples

Provide timely, superior customer service, including problem solving and issue resolution with minimal inconvenience to clients
Provides effective verbal and written communications in a clear, concise and informative manner
Acts as a mentor to Retirement Plan Coordinators, collaborating to meet or exceed defined business objectives, firm goals and client obligations, as applicable
Assist clients with all initial and ongoing plan design and document support, including understanding their responsibilities with IRS and Department of Labor regulations
Assist clients in meeting all IRS and Department of Labor deadlines necessary for qualified retirement plan
Assists clients with Service and IRS Plan terminations
Maintains up-to date knowledge of present legislation and proposed legislative changes with regard to ERISA law through self study and company-sponsored training sessions
Completes/Assist with payroll processing as required by the products assigned
Responsible for all aspects of valuation reports, participant statements and annual testing
Reviews or performs, as needed, the annual testing for plans, including ADP/ACP, Top Heavy, 410(b), 415, 401(a)(4),deductibility, and 402(g)
Work with assigned coordinator(s) to provide compliant and accurate valuation reports, participant statements, trust accounting, annual testing and reporting as applicable
Reviews distribution paperwork and coordinates processing of distributions with asset holder
Reviews loan paperwork and coordinates processing of loans with asset holder
Reviews or prepares Form 5500 and coordinates with plan sponsor to help ensure timely filing
Assists auditors if a plan is subject to an audit
Assists IRS and DOL auditors, if the plan is subject to an IRS or DOL audit
Coordinate with all applicable parties, both internal and external, to ensure accurate conversion process for new clients (including but not limited to actuaries, financial advisors, attorneys)
As applicable, work with assistant to coordinate and oversee activities that will ensure timely and accurate completion of book of business

Pension Plan Administrator Resume Examples & Samples

Bachelor’s degree in Mathematics, Economics, Statistics or other business related field
3+ years of relevant consulting or industry experience
Experience working independently with minimal supervision and guidance
Strong problem solving and troubleshooting skills with experience exercising mature judgment
Proven experience effectively prioritizing workload to meet deadlines and work objectives
Demonstrated ability to write clearly, succinctly, and in a manner that appeals to a wide audience
Experience identifying and validating pension plan data
Experience performing pension plan calculations
Ability to support consultations on pension plan administration leading practices, including process and operational efficiencies
Must be able to obtain and maintain required clearance for this role