Plan Administrator Resume Sample
Percy O'Reilly
8085 Arvel Junctions,
Phoenix,
AZ
+1 (555) 433 1329
Work Experience
Plan Administrator
06/2016
-
PRESENT
Philadelphia, PA
- Responsible for aspects of a client’s restricted stock release
- Administer the processing of all equity issuances, vesting’s, exercises, release’s, dividends, deferrals
- Ensure accurate and timely delivery of plan reporting to client including weekly activity reports, quarterly / annual participant statements, quarterly / annual plan level reporting, ad-hoc reports, and tax reporting - demonstrates a clear understanding of the data being reflected
- Research / resolve all recordkeeping and plan administration issues in a timely, cost effective, professional manner
- Coordinate with other departments as necessary to respond to special request and problem resolution on an ongoing basis
- Identify / implement opportunities for increased operational efficiencies
- Two+ years defined contribution plan administration experience
- Experience with defined contribution processing and recordkeeping systems
- Proven ability to comprehend technical systems and processes
Pension Plan Administrator
01/2010
-
01/2016
Boston, MA
- Make critical and timely business decisions
- Strong attention to detail, ability to prioritize and manage deadlines
- Excellent written and verbal communication skills and the ability to interact professionally with a diverse group of subject matter experts
- Strong organizational, time management skills and teamwork skills
- Experience with 401(k) plan and nonqualified deferred compensation (NQDC) plans (409a) plan administration
- Two years pension/401(k) or relevant experience
- Experience with ERISA and technical knowledge of plan provisions and administrative
- Customer service background desired along with knowledge of state and federal benefit plan legislation
- Excellent verbal and written communication skills, excellent organization skills and the ability to attend to detail
Meal Plan Administrator
12/2005
-
12/2009
Dallas, TX
- Effectively interface with employees, management and vendors
- Proven experience/ability to manage multiple competing tasks
- ERISA experience in the retirement industry
- Experience in analysis of financial data required
- Experience in Relius software desirable, but not required
- Strong attention to detail and the ability to prioritize, manage tasks and meet deadlines in connection with business operations, including related ERISA compliance matters
- Effectively plan and assign work and supervise support staff
- Generate monthly reports, analyze,edit, and send 401(k) data in a timely manner
Education
José María Vargas University
2000 - 2004
Bachelor's Degree in Administration
Professional Skills
- Strong analytical and problem resolution skills, organizational skills, and ability to analyze business problems
- Exceptional time management skills and the ability to prioritize work load and critical items
- Exceptional customer service, collaboration and relationship-building skills
- Proven ability to develop and maintain excellent working relationships with ‘key’ internal and external client contacts and personalities
- Exceptional analytical skills to identify and provide solutions for solving problems
- Proven ability to prioritise own workloads
- Prior database management experience
How to write Plan Administrator Resume
Plan Administrator role is responsible for software, finance, training, compensation, payroll, reporting, design, research, events, health.
To write great resume for plan administrator job, your resume must include:
- Your contact information
- Work experience
- Education
- Skill listing
Contact Information For Plan Administrator Resume
The section contact information is important in your plan administrator resume. The recruiter has to be able to contact you ASAP if they like to offer you the job. This is why you need to provide your:
- First and last name
- Telephone number
Work Experience in Your Plan Administrator Resume
The section work experience is an essential part of your plan administrator resume. It’s the one thing the recruiter really cares about and pays the most attention to.
This section, however, is not just a list of your previous plan administrator responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular plan administrator position you're applying to.
The work experience section should be the detailed summary of your latest 3 or 4 positions.
Representative Plan Administrator resume experience can include:
- Work and develop strong relationships with contractors to ensure effective communication and efficient program operation
- Experience in a similar role working in the retirement industry
- Exercise good judgment and discretion as a representative of the Department of Higher Education, the Plans and the Retirement Plans Group
- Related professional experience in finance, plan administration or compensation
- Writing concise and clear policies and procedures
- Assist with planning and record keeping for the Benefit Committee meetings
Education on a Plan Administrator Resume
Make sure to make education a priority on your plan administrator resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your plan administrator experience. For example, if you have a Ph.D in Neuroscience and a Master's in the same sphere, just list your Ph.D. Besides the doctorate, Master’s degrees go next, followed by Bachelor’s and finally, Associate’s degree.
Additional details to include:
- School you graduated from
- Major/ minor
- Year of graduation
- Location of school
These are the four additional pieces of information you should mention when listing your education on your resume.
Professional Skills in Plan Administrator Resume
When listing skills on your plan administrator resume, remember always to be honest about your level of ability. Include the Skills section after experience.
Present the most important skills in your resume, there's a list of typical plan administrator skills:
- Excellent Microsoft Office Skills, including Access, Excel, Word, Outlook and Power Point
- Effectively review, analyze and understand the Lawson HRIS system, office programs, and computer systems utilized by the Benefit Services Division
- Working on more complex clients using the advanced technical knowledge gained through experience and training
- Experience providing full support to consultants during meeting by sharing knowledge and drawing on intellectual capital available
- Manage and prioritize multiple, concurrent projects while meeting deadlines in a fast-paced environment
- Proven expertise in communicating benefits to employees
List of Typical Experience For a Plan Administrator Resume
1
Experience For Pension Plan Administrator Resume
- Prepare the annual 401k plan audits, 5500’s, SSN Form 8955, and annual reports
- Assist with various Health & Welfare processes as necessary
- Work under pressure in a very fast paced environment
- Complete work for market review/ scheme/ portfolio renewal in line with clients’ requirements, collation and analysis of results in appropriate format and production of report
- Provide a service compliant with Mercer procedures and Code of Professional Conduct and any appropriate external
- Demonstration of technical competency through completion of appropriate CBT course or industry exams
2
Experience For Dshs Habilitation Plan Administrator Resume
- Identify opportunities for client development in own and associated area of expertise and raise with consultant (or direct with client where applicable)
- Manage and delegate client work within own client team, as required
- Manage clients’ expectations with regards to legislative changes
- Facilitate and coordinate the development and implementation of Individual Habilitation Plans (IHP) of an assigned caseload, directing the activities of an interdisciplinary team, ensuring individualized program services operate in compliance with Federal and State policies, procedures, regulations, and laws
- Develop a Comprehensive Functional Assessment reflecting assessed needs in preparation for the IHP
- Monitor IHP program services, conducting regular reviews of program services and related data, analyzing the information providing a written overview with program recommendations as needed
3
Experience For Meal Plan Administrator Resume
- Attend 90 Day Reviews with medical staff and other members actively participating in the review of individual client circumstances
- Coordinate respite referrals with the appropriate staff ensuring an IHP is developed within the first 30 days of admission
- Conduct meetings as needed when significant client changes occur and/or to modify an IHP as necessary
- Conduct random observations of various program areas to verify IHP implementation for each client on assigned caseload
- Facilitate and coordinate the development and implementation of Individual Habilitation Plans (IHP) of an assigned caseload
- Direct the activities of an interdisciplinary team, ensuring individualized program services operate in compliance with Federal and State policies, procedures, regulations, and laws
- Application and compliance with the Heath Insurance Portability and Accountability Act of 1996 (HIPAA) with respect to self-insured employer plans; the Employee and Retirement Income Security Act (ERISA) with respect to self-insured employer plans; Title 20 and Title 38 of the Arizona Revised Statutes relating to the Department of Insurance requirement for group health plans
List of Typical Skills For a Plan Administrator Resume
1
Skills For Pension Plan Administrator Resume
- Two years of professional level experience in employee benefits administration
- Organizing and conducting meetings
- Managing conflict and attaining conflict resolution
- Five years or more working with and managing a self-funded employer group health plan
- Knowledge of and proficiency in utilizing the Commonwealth’s accounting system: MMARS
- Provide patients with individual and group counseling and coaching with a habilitative curriculum
- Provide training to counseling staff
- Facilitate the planning, organization, and development of Interdisciplinary Team (IDT) activities in preparing IHP for clients within established timelines
2
Skills For Dshs Habilitation Plan Administrator Resume
- Maintain corporate client databases, process updates , monitor incoming file feeds, and provide reporting as needed
- Translate operational issues and problems in RFP requirements, working protocols, and policy/procedures
- Accuracy of fulfillment and reporting
- Double entry accounting knowledge
- Results oriented, self-driven to contribute to a high performing team
- Demonstrable knowledge of issues relating to retirement plan design and compliance
- Develop, write, and consult on individual training programs for clients
3
Skills For Meal Plan Administrator Resume
- Recommend appropriate corrective actions when programs are not meeting objectives
- Implement plans of corrections as a result if various internal and external audits including surveys of federal regulations
- Be responsible for all aspects of client events including but not limited to Restricted Stock Releases, Employee Stock Purchases, and corporate actions
- Review processes and procedures to identify streamlining opportunities
- Extract and edit data for the annual 401k plan discrimination testing
- Work safely without presenting a threat to self or others
- Proficient using Excel, Word, PowerPoint, and Adobe
4
Skills For Senior Plan Administrator Resume
- Pro-actively raise issues relating to processes, compliance, insurers and market changes with the appropriate group in Mercer
- 15 hours per week over 3 days
- Opportunity to work from home
- Receiving statistical and utilization data; analyze the data to identify trends and important factors; and compile this information in a chart, spreadsheet, summary report
- Managing several group health contractors, including verification of contract compliance, receipt and oversight of contract reporting requirements, receipt and oversight of contractual performance measures
- Mid-level math knowledge required
- Concentrate and focus for extended periods of time
5
Skills For Transaction Plan Administrator Resume
- Remain alert at all times
- Organize and handle multiple projects
- Respond on a timely basis to management requests
- Application of Federal IRS Tax Code – Section 125, Cafeteria plans
- Benefit plan design and contracts
- Benefit terminology and benefit services
6
Skills For Savings Plan Administrator Resume
- Proficiency in Microsoft Office Suite, PeopleSoft and TeleStaff
- Demonstrable knowledge of retirement plan funding vehicles and their underlying legal instruments (e.g. custodial agreements, annuity contracts, record keeping agreements, etc.)
- Knowledge of and the proficiency in utilizing the Commonwealth’s Information Warehouse
- Demonstrable ability to write well
- Knowledge of the Commonwealth’s HR/CMS payroll system (People Soft)
- Knowledge of the Commonwealth’s Human Resources structure
7
Skills For Purchased Plan Administrator Resume
- Concern for Quality and Accuracy
- Evaluate and monitor the implementation of individual habilitation plans for each client assigned
- Provides regular analytical review and follow-up of client's progress in relation to their individual stated support needs
- Provide detailed summaries of health status and/or changes in the lives of clients to families
- Assure compliance of policies, procedures and practices of the Interdisciplinary Team to Federal and State regulations and laws
8
Skills For In Plan Administrator Resume
- Coordinate support needs of people with intellectual disabilities and plan for appropriate services
- Administer the establishment, implementation, and evaluations of individual habilitation/treatment plans
- Interact with an interdisciplinary team in Western State Hospital's Habilitative Mental Health Treatment Program
- Interview individuals to secure information to develop individualized treatment activities and interventions
- Monitor compliance for federal and state regulations, and state and local policies
9
Skills For Plan Administrator Resume
- Monitor patient progress toward treatment goals and recommend modification to enhance treatment success
- Facilitate Evaluation and Treatment Conference meetings to review Individual Habilitation/Treatment Plan, Positive Behavior Support Plan, and interim patient progress
- Communicate therapeutically with adult psychiatric patients with dual diagnosis of intellectual or developmental disability and a co-occurring major mental disorder or serious behavioral challenges
- De-escalate situations as needed
- Assign members of the IDT to develop assessments and programs
- Assure objective/program meet the client's needs as identified in the plan
10
Skills For Pension Plan Administrator Resume
- Be the primary day-to-day contact for our corporate clients
- Serve as a subject matter expert and share 'Best Practices' with clients
- Adhere to audit processes in order to remain compliant with SSAE16
- Provide administration and analytical support to consultants and clients to ensure schemes/ portfolios are administered in an accurate and timely manner for allocated clients
- Import deferral and loan data into the payroll system
- Liaison with auditors and vendors to ensure compliance with all Federal deadlines and regulations
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