Consultant

• Deliver client service for recordkeeping, administration and servicing of assigned book of business to promote revenue growth, productivity and exceptional levels of client satisfaction.
• Proactively ensure plans are administered in compliance with plan provisions and current pension laws and regulations.
• Discuss the compliance testing process/results and all required government filings.
• Ensure that all services are delivered within documented service standards through timely communication with clients, plan sponsors, advisors, internal teams and day to day contacts.
• Daily report monitoring and management, document pertinent client communication and provide internal and external project management support.
• Effectively communicate with all technical and support teams to ensure that recordkeeping items are maintained for all assigned plans, including coordination of all plan amendments.
• Other duties as assigned.

Retirement Plan Consultant

Clinical Consultant IV, Enabling Technologies

Workday AMS Advanced Compensation Lead Consultant

Loan Review Consultant

EDI Consultant

Member Outreach and Engagement Consultant