Plan Administrator Resume Samples

4.6 (63 votes) for Plan Administrator Resume Samples

The Guide To Resume Tailoring

Guide the recruiter to the conclusion that you are the best candidate for the plan administrator job. It’s actually very simple. Tailor your resume by picking relevant responsibilities from the examples below and then add your accomplishments. This way, you can position yourself in the best way to get hired.

Craft your perfect resume by picking job responsibilities written by professional recruiters

Pick from the thousands of curated job responsibilities used by the leading companies

Tailor your resume & cover letter with wording that best fits for each job you apply

Resume Builder

Create a Resume in Minutes with Professional Resume Templates

Resume Builder
CHOOSE THE BEST TEMPLATE - Choose from 15 Leading Templates. No need to think about design details.
USE PRE-WRITTEN BULLET POINTS - Select from thousands of pre-written bullet points.
SAVE YOUR DOCUMENTS IN PDF FILES - Instantly download in PDF format or share a custom link.

Resume Builder

Create a Resume in Minutes with Professional Resume Templates

Create a Resume in Minutes
PG
P Glover
Pearline
Glover
9749 Mertz Corner
Boston
MA
+1 (555) 817 9160
9749 Mertz Corner
Boston
MA
Phone
p +1 (555) 817 9160
Experience Experience
Los Angeles, CA
Plan Administrator
Los Angeles, CA
Jones LLC
Los Angeles, CA
Plan Administrator
  • Work with external and internal auditors to provide information on compensation plans
  • Reviews loan paperwork and coordinates processing of loans with asset holder
  • Maintaining/creating of event timelines, operating procedures with the focus of process improvements
  • Assists IRS and DOL auditors, if the plan is subject to an IRS or DOL audit
  • Assists auditors if a plan is subject to an audit
  • Provide industry guidance and share best practices with corporate clients
  • Provide timely, superior customer service, including problem solving and issue resolution with minimal inconvenience to clients
New York, NY
Pension Plan Administrator
New York, NY
Connelly, Hauck and Durgan
New York, NY
Pension Plan Administrator
  • Effective diagnoses and processing of investments
  • Manages simple accounting tasks
  • Conduct audits at agreed intervals on the accuracy and completeness of records (both system and paper based)
  • Pension Plan Administrator
  • Team Leader potential backfill
  • Handles Pension Plan Administration hand in hand with Pension Plan Manager and Actuaries
  • Interface / One to One meetings with employees for the pension plan
present
Phoenix, AZ
Purchased Plan Administrator
Phoenix, AZ
Sauer and Sons
present
Phoenix, AZ
Purchased Plan Administrator
present
  • Create monthly billing and cumulative billing / tracking reports for Overhaul application management
  • Create macros to ensure smooth transitions of generated reports run within MKSUPP template
  • Create weekly reports to support ASIST and VDA+ so that correct coverages are applied or removed in a timely manner
  • Maintain accurate list of Canadian exchange rates and apply according to established rules to the SCQ requests
  • Perform daily reconciliation of amount submitted vs. processed. If not processed, search out solutions and apply
  • Prepare billing spreadsheet for upload to MKSUPP
  • Review cases in Argus determining eligibility for Guaranteed Overhaul Program based on published documents
Education Education
Bachelor’s Degree in Accounting
Bachelor’s Degree in Accounting
Belmont University
Bachelor’s Degree in Accounting
Skills Skills
  • Business Knowledge: Good understanding of the workings of the equity compensation business as well as a strong understanding of securities operations
  • Ability to manage several projects and/or tasks at the same time
  • Professional service experience - legal or accountancy
  • Communication: Strong written and verbal communication skills necessary for interacting with others throughout the organization
  • Computer proficiency in Microsoft Office applications
  • Teamwork: Ability to work well with others toward a common goal
  • Detail oriented
  • Ability to work in a fast paced environment
  • Strong administrative skills
  • Excellent communication Skills
Create a Resume in Minutes

15 Plan Administrator resume templates

1

Plan Administrator Resume Examples & Samples

  • Maintain the employee stock database, update information and run monthly/quarterly reports and all SEC reporting requirements
  • Maintain schedules and administer policies regarding insider trading rules and reporting
  • Interact with internal clients regarding stock plan database inquiries and corrections
  • Maintain ongoing contact with Client Managers, Stock Plan Directors and their staff; continually identify ways to improve the process by suggesting potential procedure or service improvements
  • Responsible for aspects of a client’s restricted stock release
  • Ensure all client requests are delivered in a timely and accurate manner
  • Bachelors degree preferred, or 3+ years of relevant work experience
  • Understanding of the generic securities operations processes
  • Must possess excellent organizational, follow-up and problem solving skills
  • Ability to manage several projects and/or tasks at the same time
  • Computer proficiency in Microsoft Office applications
  • Analytical Skills: Well-developed problem solving skills necessary to identify multiple solutions for issues/problems, that may arise in the course of daily processing
  • Communication: Strong written and verbal communication skills necessary for interacting with others throughout the organization
  • Business Knowledge: Good understanding of the workings of the equity compensation business as well as a strong understanding of securities operations
  • Teamwork: Ability to work well with others toward a common goal
  • Project Administration: Ability to work under periods of high volumes and pressure. Need to be able to meet deadlines for daily weekly and monthly deliverables; prioritize workflow and critical issues
  • Database Administration, Reporting Analysis and Documentation: Understanding of how databases work. Ability to assess feasibility of new reports per client requests and document processes
2

Plan Administrator Resume Examples & Samples

  • Overall ownership for multiple corporate clients' databases (EO, ESP and modular add-ons)
  • Respond to client requests and drive client satisfaction by consistently meeting SLAs
  • Accountable for all aspects of service delivery, as it relates to plan administration
  • Responsible for meeting client deliverables such as processing trades and settlement paperwork, client reporting, project work and purchase or lapse testing
  • Serve as primary point of contact for corporate client for day-to-day plan administration requests
  • Adhere to audit process and ensure UBS FS remains compliant in all audit surveys such as SOX, ISO27001, and SSAE16
  • Provide industry guidance and share best practices with corporate clients
  • Analyze client data to ensure accurate processing of import files, transactions or reports
  • Participate, as needed, in product testing and validation using in-depth product knowledge to identify and document defects as well as suggest enhancements
  • Use advanced problem solving skills to identify and resolve errors or problems
  • Ensuring all participant stock plan transactions are correctly processed and settled in a timely manner
  • Survey and tracking of Disqualifying Dispositions
  • Knowledge of data flows between interfacing systems
  • Ability to manage high level assigned clients (number and/or complexity)
  • Interact with internal clients regarding stock plan database and inquiries and corrections
  • Other duties as directed
  • Minimal Travel
  • Understanding of equity plan compensation and the Wealth Management industry
  • Ability to balance corporate responsibility and risks opposite client needs
  • Interpersonal / People interaction: excellent written and verbal communication skills
  • Exceptional time management skills and ability to prioritize work load
  • Well developed analytical and problem solving skills necessary to identify and recommend solutions
  • Proficient in MS Office suite; specifically in Excel (required) and Access (preferred)
  • Undergraduate degree in business, equivalent experience required
  • CEP designation or willingness to pursue
  • 2 years of experience in Financial Services related industry
3

Plan Administrator Resume Examples & Samples

  • Complete all aspects of accounting and compliance for qualified retirement plans
  • Execute solid understanding of accounting principles, general tax regulations, ERISA, technology implementation procedures, etc. relative to individual client assignments
  • Adhere to engagement budget constraints and complete assigned tasks within the time requested
  • Strive to attain charge hour goals
  • Participate in early practice development activities such as: membership in qualified organization capable of referring potential engagements
  • Execute Administrative duties as assigned
  • Expectation to achieve industry credentials such as QKA within 4 years
  • Bachelor's degree required; Master's degree in Accounting, Taxation or related field preferred
  • CPA eligible; desire to obtain certification is required
  • Internship experience in accounting or related field preferred
  • Excellent interpersonal, analytical, research and audit project management skills, including knowledge of GAAP, Taxation compliance, codes and regulations and GAAS rules, procedures and standards
  • Ability to multi-task, think independently and problem solve in a results driven team oriented environment
  • Strong computer and technical skills including, Microsoft Office Suite, Outlook, intranet and audit software
4

Plan Administrator Resume Examples & Samples

  • Maintain and update job listings
  • Manage the company job plan
  • Assist with booking trainees to each job and ensure each area is sufficiently staffed
  • Liaise with trainees to ensure development and training needs are met
  • Be a Superuser for the HR system
  • Responsible for starters and leavers
  • Produce monthly reports and be able to analyse statistics
  • Build strong professional relationships with staff including senior level
  • Educated to A-level or equivalent
  • Professional service experience - legal or accountancy
  • Analytical in your way of thinking
  • Confident communicator
  • Database administration and reports generation experience
5

Plan Administrator Resume Examples & Samples

  • Process plans using database, liaising with various parties and producing member documents. Keeping database up to date with any changes
  • Liaise with Accounts department regarding settlements, payments
  • Liaise with colleagues internally to ensure all Regional Managers are kept up to date with latest information, liaise with colleagues internally regarding any repatriation needs, production of certificates, letters etc as and when required
  • Liaise with clients, Funeral Directors, Will Writers and Sales Representatives via phone, letter or email to keep them fully up to date with latest information
  • Answer phone, speak to customers, help to resolve queries
  • Adhoc administrative duties
  • Excellent communication Skills
  • Organised Individual
6

Plan Administrator Resume Examples & Samples

  • Administration support for multiple corporate clients
  • Administration of Stock Options, (ISO,NQ,SAR,PSO), Restricted Stock (RSU,RSS,PSU)
  • Administer the processing of all equity issuances, vesting’s, exercises, release’s, dividends, deferrals
  • Prepare accurate daily/monthly/year end reporting and reconciliation
  • Ensure accurate and timely responses to all equity related inquiries and corrections internally and externally
  • Maintaining/creating of event timelines, operating procedures with the focus of process improvements
  • Work with internal and external teams to ensure successful Compliance audits
  • Interfacing with clients, branch, call center, vendors, client-outsourced administration, focusing on quality control and timeliness
  • Analytical Skills: Well-developed problem solving skills necessary to identify multiple solutions for issues/problems that may arise in the course of daily processing
7

In Plan Administrator Resume Examples & Samples

  • Perform daily fulfillment activity for CCC & CS In Plan in flight and completed campaigns
  • Assist with data gathering for stake-holder reporting (all campaigns)
  • Support a work environment that promotes knowledge sharing, customer service, quality, innovation and teamwork
  • Contribute to analyses for capability and business improvement projects as assigned
  • Identify opportunities and recommendations for improvement in business processes as they relate to current and changing business needs (as recommended by Brighter Way Management)
  • Participate in CI and/or Problem Solving meetings as required
  • Communicate progress on activities and alert appropriately when issues arise
  • Experience working with business applications (i.e. GLOBAL, Siebel)
  • Microsoft Excel/spreadsheet analysis skills
  • Experience with process analysis is an asset
  • Experience with Sharepoint is an asset
  • Knowledge of Sun Life Group Retirement or Group Benefits and/or Call Centre practices is an asset
  • Results-oriented individual
8

Transaction Plan Administrator Resume Examples & Samples

  • Timely and accurately process plan participant transactions (distributions, rollovers, Qualified Domestic Relations Orders)
  • Review and reconcile client contribution and loan repayment files
  • Work directly with clients to coordinate payroll funding and to resolve any payroll related questions or issues
  • Analyze and process client indicative files to ensure accurate eligibility and rehire tracking
  • Reconcile quarterly/annual statements; ensure they are correct and ready for mailing
  • Research and respond to call center research requests
  • Generate client specific reports as required
  • Identify trends in transaction processing and address them with Client Service Managers
  • Facilitate the reject process for participants who submit inaccurate or incomplete requests
  • Demonstrate full understanding of plan administration
  • Monitor work queue on a daily basis to ensure all transactions are processed within service standards
9

Senior Plan Administrator Resume Examples & Samples

  • Assist with drafting departmental procedures and checklists
  • Adjustment calculations and processing
  • Cross-training and collaboration with other areas of Defined Contribution Administration
  • Project work
  • Process fund family restrictions as requested
  • Resolve Participant inquiries
  • Loan reamortizations
10

Savings Plan Administrator Resume Examples & Samples

  • Determine the HCE eligibility. Identify people who should be eligible for the 401(k) plan and nonqualified deferred compensation (NQDC) plans based on Robert Half plan documents
  • Reconcile payroll contribution deductions that are loaded in the interface files between payroll vendor and Fidelity. Resolve all variances before preparing wire request. Prepare wire request for funding and submit for approval
  • Work with Manager and team members to fully research and respond to participant inquiries
  • Write and update plan information on-line (Intranet) to be viewed by participants. Coordinate with others to post these documents on-line
  • Coordinate periodic plan audits. Work with Fidelity and payroll vendor to make sure participant census data and deductions are accurately processed
  • Identify ineffective processes/procedures and practices. Make recommendations to streamline and enhance team productivity, efficiencies, and effectiveness
  • Work with an internal group to create reports that gather participant census data and Compensation as requested by Fidelity, review nondisc. Tests and Form-5500 to prepare for filing
  • Participate in department projects upon request
  • 4-year college degree preferred
  • 3+ years’ experience with 401(k) plan and nonqualified deferred compensation (NQDC) plans (409a) plan administration
  • Intermediate Microsoft Office, specifically with Excel and Word. Workday payroll experience a plus
  • Excellent verbal and written communication, ability to read plan documents and apply into daily administration of RH plans, ability to articulate plan provisions and guidelines to plan participants via phone or email, ability to reconcile payroll deductions and contribution deposits between payroll and TPA file interface
  • Ability to multitask in a fast-paced environment and ability to work on a team
11

Purchased Plan Administrator Resume Examples & Samples

  • Review cases, verifying truck information in VDA+, and processing coverage requests submitted in the Service Contract Quotation (SCQ) system
  • Check TRKTRN/C40628 or MCKTRN/C40528 to verify amount originally charged if request is a deletion
  • Ascertain eligibility for NATLG program requests
  • Prepare billing spreadsheets, based on information exported from SCQ, to be invoiced in the Billing Department (separate US from Canada)
  • Maintain accurate list of Canadian exchange rates and apply according to established rules to the SCQ requests
  • Prepare billing spreadsheet for upload to MKSUPP
  • Create macros to ensure smooth transitions of generated reports run within MKSUPP template
  • Perform daily reconciliation of amount submitted vs. processed. If not processed, search out solutions and apply
  • Create weekly reports to support ASIST and VDA+ so that correct coverages are applied or removed in a timely manner
  • Prepare monthly billing reports to the finance department for reconciliation. Research out-of-balance situations, if necessary
  • Coordinate with accounting and company control to ensure accurate GL accounts and reason codes are being correctly used
  • Review cases in Argus determining eligibility for Guaranteed Overhaul Program based on published documents
  • Respond to dealer questions about the Overhaul program
  • Create monthly billing and cumulative billing / tracking reports for Overhaul application management
  • Create information for coverage manager to apply appropriate coverages to the approved trucks for VDA+
  • Communicate with dealers to resolve billing and coverage inquiries relative to Protection Plans, NATLG, Premium Maintenance, and Overhaul
  • Create EXCEL spreadsheets and macros as assigned
  • BS/BA in Business, Finance, Engineering or equivalent work experience preferred
  • Understanding of the protection plan offerings and rules (time limits, etc.) as applicable by brand, truck type, truck application, engine, transmission, etc
  • Basic understanding of standard warranty
  • SCQ, VDA+, UCHP knowledge
  • Working knowledge of: TRKTRN/C40628, MCKTRN/C40528, MS Office including Outlook, Excel, Word, Powerpoint
12

Pension Plan Administrator Resume Examples & Samples

  • Gathers and reviews data for routine and non-routine pension calculations. Performs comprehensive problem solving and research on pay-related and work history discrepancies, audit findings, eligibility, vesting service and design issues and updates pension records to reflect findings. Helps employees interpret complex pension and 401(k) information, specifically around plan provisions, and pension distribution options. Establishes pension payment setup and ongoing maintenance of pension payments. Participates in quality check reviews to ensure accuracy and data integrity. Prepares correspondence for participants regarding Plan features, payment amounts, and options as well as remittances for trust overpayments
  • Works closely with vendors, HR business consultants and partners, such as payroll, leave administrators, Compensation, Workforce Relations, to ensure accuracy of the data submitted and reconcile differences. Provides qualified and non-qualified calculations as requested. Maintains a high level of confidentiality through understanding privacy laws, company policy, legal and ethical requirements
  • Responsible for maintaining, evaluating and executing monthly reports to audit employee and employer data with external pension and 401(k) recordkeeping systems. Upholds and maintain ERISA and IRS compliance standards around Plan provision. Gathers and reviews data needed for pension calculations and other ancillary benefits offered through the pension plan
  • Performs survivor calculations in-house. Participates with employee and legal on Qualified Domestic Relations Orders to ensure accurate and timely distribution of benefits
  • Provides expertise to HR Operations, and our HR partners relating to pension and 401(k) processes, design, federal regulations, eligibility and other questions. Assist in special projects as assigned
13

Meal Plan Administrator Resume Examples & Samples

  • Work closely with Housing and Residence Life, Student Accounts, and Office of the Registrar, along with students and parents to assign appropriate meal plans and collect funds as required
  • Make changes as necessary to Mason Money accounts to facilitate the student and university needs
  • Key functions include: managing billing, reconciliation and cash handling activities
  • Responsible for managing Mason Card Office social media (e.g., Facebook) and Web site content; and
  • Supervision of the student and wage employees, and maintaining weekly work schedule
  • Bachelor’s degree in an appropriate discipline, or an equivalent combination of education and experience
  • Proficiency in Microsoft Office applications with particular emphasis on Excel; and
  • Must possess excellent customer service skills and demonstrate the ability to research and resolve issues
  • Organized and be willing to support other areas of the office as required
  • Familiarity with Ellucian Banner and other Mason systems
  • Well-versed in the process of reconciliation of funds collected and disbursed with settlement reports
  • Proficiency with cash-handling procedures
  • Ability to assist in smooth transition between semesters; and
  • Provide assistance to others interacting with the Mason Card Office
14

Plan Administrator Resume Examples & Samples

  • Knowledge of the Commonwealth’s HR/CMS payroll system (People Soft)
  • Knowledge of and the proficiency in utilizing the Commonwealth’s Information Warehouse
  • Knowledge of the Commonwealth’s Human Resources structure
15

Pension Plan Administrator Resume Examples & Samples

  • Pension Plan Administrator
  • Team Leader potential backfill
  • Handles Pension Plan Administration hand in hand with Pension Plan Manager and Actuaries
  • Interface / One to One meetings with employees for the pension plan
  • Communications with pensioners
  • Processes exits and entries in and out of pension plan
  • Manages Home Ownership withdrawals/pledges (Encouragement à la Propriété du Logement)
  • Processes pension plan purchases calculations
  • Responsible for all payments from the pension plan account
  • Maintain HR data for pension account
  • Maintain personnel files accurately
  • Effective diagnoses and processing of investments
  • Manages simple accounting tasks
  • Conduct audits at agreed intervals on the accuracy and completeness of records (both system and paper based)
  • Assist team leader
  • Ideally a Graduate
  • Minimum 3 years of experience in Swiss pensions/social security administration
  • Fluent in both English and French, written and spoken. German is a plus
  • Attention to detail, inquisitive and questioning
  • Independent, shows initiative
16

Dshs Habilitation Plan Administrator Resume Examples & Samples

  • A doctor of medicine or osteopathy
  • A registered nurse
  • An individual who holds at least a Bachelor's degree in any of the following
  • Occupational Therapy
  • Physical Therapy
  • Psychology
  • Social Work
  • Speech
  • Audiology
  • Recreation and related fields; or
  • The Human Services (as defined at 483.430 (b) (5) (x)), includes but is not limited to: sociology, special education, rehabilitation counseling, and psychology
17

Plan Administrator Resume Examples & Samples

  • Manage long term incentive plans utilizing incentive software tool. Audit database to ensure participants, plans and targets are accurate and up to date
  • Conduct annual enrollment process for Deferred Compensation. Manage Executive Restoration Plan and maintain database of plan participants. Ensure compliance with plan rules and initiate payments for employees who are terminating or retiring
  • Generate statements and plan communication through the incentive plan software tool. Answer participant questions and conduct training for new participants and others
  • Determine the annual incentive plan budget and monitor how the organization is tracking to budget throughout the year
  • Prepare and post monthly updates for finance on incentive plan liabilities based on current participants and forecasted financials
  • Work with external and internal auditors to provide information on compensation plans
  • Assist in the preparation of meeting materials for inclusion in the Compensation Committee meeting packages
  • Partner with other compensation staff to ensure incentive opportunity and payment processes are accurate and completed in a timely manner. Assist in other compensation projects as needed
  • Implement and monitor processes, identify areas for increased efficiency and ensure appropriate review, approval and internal controls are in place
  • Interface with finance, payroll, human resources and legal organizations
18

Dshs Habilitation Plan Administrator Resume Examples & Samples

  • Occupational Therapy,
  • Physical Therapy,
  • Psychology,
  • Social Work,
  • Speech,
  • Audiology,
  • Recreation and related fields, or
19

Plan Administrator Resume Examples & Samples

  • Provide timely, superior customer service, including problem solving and issue resolution with minimal inconvenience to clients
  • Provides effective verbal and written communications in a clear, concise and informative manner
  • Acts as a mentor to Retirement Plan Coordinators, collaborating to meet or exceed defined business objectives, firm goals and client obligations, as applicable
  • Assist clients with all initial and ongoing plan design and document support, including understanding their responsibilities with IRS and Department of Labor regulations
  • Assist clients in meeting all IRS and Department of Labor deadlines necessary for qualified retirement plan
  • Assists clients with Service and IRS Plan terminations
  • Maintains up-to date knowledge of present legislation and proposed legislative changes with regard to ERISA law through self study and company-sponsored training sessions
  • Completes/Assist with payroll processing as required by the products assigned
  • Responsible for all aspects of valuation reports, participant statements and annual testing
  • Reviews or performs, as needed, the annual testing for plans, including ADP/ACP, Top Heavy, 410(b), 415, 401(a)(4),deductibility, and 402(g)
  • Work with assigned coordinator(s) to provide compliant and accurate valuation reports, participant statements, trust accounting, annual testing and reporting as applicable
  • Reviews distribution paperwork and coordinates processing of distributions with asset holder
  • Reviews loan paperwork and coordinates processing of loans with asset holder
  • Reviews or prepares Form 5500 and coordinates with plan sponsor to help ensure timely filing
  • Assists auditors if a plan is subject to an audit
  • Assists IRS and DOL auditors, if the plan is subject to an IRS or DOL audit
  • Coordinate with all applicable parties, both internal and external, to ensure accurate conversion process for new clients (including but not limited to actuaries, financial advisors, attorneys)
  • As applicable, work with assistant to coordinate and oversee activities that will ensure timely and accurate completion of book of business
20

Pension Plan Administrator Resume Examples & Samples

  • Bachelor’s degree in Mathematics, Economics, Statistics or other business related field
  • 3+ years of relevant consulting or industry experience
  • Experience working independently with minimal supervision and guidance
  • Strong problem solving and troubleshooting skills with experience exercising mature judgment
  • Proven experience effectively prioritizing workload to meet deadlines and work objectives
  • Demonstrated ability to write clearly, succinctly, and in a manner that appeals to a wide audience
  • Experience identifying and validating pension plan data
  • Experience performing pension plan calculations
  • Ability to support consultations on pension plan administration leading practices, including process and operational efficiencies
  • Must be able to obtain and maintain required clearance for this role