I have over five years of experience in pension plan administration, where I ensured compliance with ERISA, IRS, and DOL regulations. My responsibilities included preparing annual reports, conducting audits, and advising clients on regulatory changes. I also collaborated with cross-functional teams to streamline processes and improve accuracy in pension calculations and reporting.

I regularly attend industry webinars, subscribe to regulatory updates from the IRS and DOL, and participate in professional organizations like ASPPA. Additionally, I review industry publications and collaborate with peers to discuss emerging trends and ensure my knowledge remains current to provide accurate guidance to clients.

In a previous role, I discovered a discrepancy in pension contributions due to an outdated payroll system. I conducted a thorough audit, identified the root cause, and worked with IT to update the system. I also implemented a review process to prevent future errors, ensuring accurate calculations and maintaining client trust.

I use project management tools to track deadlines and prioritize tasks based on urgency and complexity. I also maintain detailed checklists for each plan to ensure no steps are missed. By setting clear milestones and regularly communicating with stakeholders, I ensure all plans are managed efficiently and deadlines are met.

I simplify complex concepts by using analogies, visual aids, and plain language. I also tailor my communication to the audience’s level of understanding, ensuring they grasp key points. By actively listening to their concerns and providing clear, concise explanations, I help clients make informed decisions about their pension plans.