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RssSenior Benefits Analyst, Implementation Manager or Senior 401k Specialist

I'm looking for a senior level position working with qualified retirement plans. I enjoy working with plan documents as well as conducting employee education. I have 16 years of employee benefits experience including Implementation, Administration, Compliance, Contracts, Sales, Investments and Employee Education.

Benefits Specialist

Flower Mound, TX

About Me

Industry:

Human Resources

Occupation:

Benefits Specialist

Highlights:

I'm proud of many things: -convincing a board member of a competitor to move their qualified retirement plan to my employer; -winning sales awards for investments -persuading employees who had never contributed to 401k and flexible spending plans to commence deferrals -identifying plan compliance issues when performing documents review

Ideal Companies:

Sally Beauty, JC Penneys, Container Store, Bank of America, JP Morgan/Chase, Michaels, ERISA Law Firms, Nieman Marcus, Caremark, United Health Group, AT & T, Best Buy, Kohl's, Wal Mart
 

Education level:

Law Degree

Will Relocate:

Yes

Location:

Flower Mound, TX

Work Experiences

12/1999 - Present

(private)

Individual Contributor

  • Drafting and Negotiation Retirement Plan Trust Agreements, Service Agreements and Amendments; Performing compliance reviews of documents; Managing qualified plan conversion/implementation

2/1996 - 6/1999

Norwest Bank

Manager

  • Sales and Aministration Employee Benefits

10/1992 - 12/1995

First United National Bank

Individual Contributor

  • Trust Officer Institutional Services

Education

Keywords