I have over five years of experience administering retirement plans, including 401(k) and pension plans. My responsibilities included ensuring compliance with ERISA regulations, processing contributions, and managing participant accounts. I also collaborated with third-party administrators and auditors to ensure accurate reporting and timely filings. My expertise extends to resolving participant inquiries and conducting educational sessions to help employees understand their benefits.

I stay updated on regulatory changes by attending seminars, subscribing to industry newsletters, and consulting legal resources. I conduct regular audits of plan documents and processes to ensure compliance with ERISA, IRS, and DOL regulations. Additionally, I maintain open communication with legal counsel and third-party administrators to address any compliance concerns promptly. This proactive approach minimizes risks and ensures the plan operates within legal guidelines.

I am proficient in using retirement plan administration software such as ADP Workforce Now, Fidelity Plan Sponsor WebStation, and Relius Administration. These tools have enabled me to efficiently manage participant data, process contributions, and generate compliance reports. I also have experience with payroll integration and data reconciliation to ensure accuracy. My technical skills allow me to streamline processes and improve the overall efficiency of retirement plan administration.

I prioritize clear and empathetic communication when addressing participant inquiries or complaints. I listen carefully to their concerns, provide accurate information, and guide them through the resolution process. If the issue requires further investigation, I follow up promptly and keep the participant informed. My goal is to ensure participants feel supported and confident in their retirement planning, which fosters trust and satisfaction with the plan.

I develop comprehensive educational programs, including workshops, webinars, and one-on-one sessions, to help employees understand their retirement benefits. I create easy-to-understand materials, such as brochures and FAQs, and use real-life examples to illustrate key concepts. Additionally, I leverage digital tools like email campaigns and online portals to provide ongoing support. By making information accessible and engaging, I empower employees to make informed decisions about their retirement savings.