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401K Plan Administrator #4510877

Granite springs, NY 10527
Email
•••••
Phone
•••••
Job Function
Clerical & Administrative, Human Resources
A highly energetic, independent, motivated administrator with extensive experience in running a Defined Contribution •••••K Plan. Proactive-problem solver with strong organizational, efficiency skills and the ability to meet objective deadlines. Provide excellent customer support and establish effective client relationships.
Education
High School Diploma
Employment Type
Full-Time
Salary
$40-50k
Citizenship
U.S. Citizen
Member No.
4510877
Last Activity
08/03/2008

Resume

OBJECTIVE: To obtain an administrative position utilizing my Office Management, Human Resources and Finance experience.

SUMMARY: A highly energetic, independent, motivated administrator with extensive experience in running a Defined Contribution •••••K Plan. Proactive-problem solver with strong organizational, efficiency skills and the ability to meet objective deadlines. Provide excellent customer support and establish effective client relationships.

SKILLS: Knowledge of Microsoft Word, Microsoft Excel, Microsoft Power Point, Microsoft
Outlook, Outlook Express and Corel.

EXPERIENCE: I.B.E.W Local Union 3 Savings and Investment •••••K Plan, White Plains, N.Y.
•••••/3/••••• Office Administrator
Electrical Union
Administrator to the Board of Trustees for a Savings Investment Fund.
Responsibilities include:
• Administrator of a $••••• million Defined Contribution •••••K Plan, which consist of 2,••••• participants.
• Liaison for the Accountant, Lawyer, Insurance Company and Investment Company.
• Update the Summary Plan Description and all amendments to the plan.
• Conduct a monthly meeting for the Board of Trustees and prepare minutes.
• Administer loans, withdrawals, hardship distributions and rollovers according to IRS regulations.
• Coordinate the compliance by the Department of Labor and IRS for the Non-Discrimination Test and •••••’s.
• Run ••••• forms and the yearly Summary Annual Reports.
• Process Qualified Domestic Relations Orders by the courts.
• Administer participants’ personnel files, benefits and life insurance policies.
• Provide phone support and one on one guidance to participants regarding their investment options.
• Reconcile weekly contributions and wire money to the Investment Company.
• Manage accounts payable and receivable.
• Prepare all enrollment forms, documents, correspondence and calendars.
• Ensure full participant’s satisfaction is achieved through quality and efficient service.
• Create an environment that is organized, efficient, and results driven.

••••• Tru-Check Computer Systems Inc., New York, N.Y.
(Subsidiary of Computer Outsourcing Service, New York, N.Y.)
Computer Service Bureau

••••• Account Manager
Managed and directed participant’s contributions.


Responsibilities included:
• Manage and service an account consisting of 1,••••• •••••K Plan participants.
• Create and maintain participant’s data and financial contribution log.
• Create and maintain vendor files
• Deposit and transfer of participant’s contributions to appropriate selected investment funds.
• Conduct weekly financial reconciliation’s.
• Schedule and compile reports.
• Run •••••R forms for members.
• Company representative at clients’ monthly •••••K board meetings.

•••••
••••• Placement Payment Department Manager
Managed a computerized reporting service department.
•••••Responsibilities included:
• Led and managed a staff of six employees.
• Trained, developed, empowered and motivated staff.
• Created an environment, that was organized, efficient and result driven.
• Established clear department guidelines, which included procedures and practices.
• Initiated performance reviews and implemented developmental plans.
• Set-up new account files.
• Prepared all documents and correspondences.
• Provided customer service support for clients and representatives.
• Maintained and reviewed client accounts on a computer database.
• Compiled and distributed reports to clients and representatives.
• Attended local and national vending conventions as a sales representative.
• Organized information for the quarterly newsletter and wrote the articles•••••

Projects:
•••••• Editor of quarterly newsletter.
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