RESUMEStrength·Comprehensiveknowledgeofdefinedcontribution401(k)pensionconceptsandregulations.·Effectiveleadershipandteam-building.·Extremelywellorganized.·ProvenCustomerserviceskills.·ExcellentPCskillsanddefinedcontribution401(K)dailyprocessing,stock,andmutualfundsystemlogic.PersonalName:××××××Gender:FemaleDateofBirth:August24th,1978MartialStatus:MarriedEmailAddress:××××××Tel:××××××MobilePhone:××××××Experience××××-××××XXXXRETIREMENT&INVESTMENTSERVICESPlanAnalyst·Processedallcontributions,loanrepayments,benefitdisbursements,fundtransfers,andnonfinancialchangesfordaily/periodic401(k)pensionrecord-keepingtransactions,includingcash,mutualfund,stock,andguaranteedinvestmentcontractmoneymovements.·Resolvedclientquestionsandproblems.·Interfacedproductivelywithteam,department,field,andsalespersonnel.·Completed,verified,andmailedallrequiredclientreports.·Planyearpackages,andauditors'requests.·ProcessedADPs/ACPsandcorrectionofyear-endparticipanttaxinformation.--Promotedfourtimesinfouryears--Consistentlymetorexceededallestablishedstandardsfortimingandaccuracy--Selectedasoneoffirsttwopeopletoparticipateinchangeovertodaily401(K)processingenvironmentfromamonthlyprocessingenviroment,andquicklyadaptedtonewsystem--Chosentotrainnewhiresandotherplananalyststransitioningtothedailyprocessingenvironment--Servedastechnicalliaisonwithsystemspersonnelinidentifying,communicating,andresolvingprocessingproblemswiththenewsystem--ServedeffectivelyasteamleaderandaccountmanagerfornewpilotteamconceptwhilemaintainownbookofbusinessEducation××××CollegeBachelorofScience,BusinessAdministrationAwardsPRESIDENT'SCLUBAWARD
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