Kym Li 100 Broadway Lane New Parkland, CA, 91010 Cell: (555) 987-1234 firstname.lastname@example.org
Attentive Pension Administrator with extensive knowledge of standard pension plans and related provisions. Specialize in assessing client needs to make personalized recommendations. Dedicated to efficiently overseeing, managing and administering pension plans in accordance with applicable state and federal guidelines.
Pension benefits knowledge
MS Office proficiency
Customer service skills
November 2014 to Present West Coast Manufacturing–New Cityland, CA Pension Administrator
Enroll employees in pension plans and answer any questions concerning such plans.
Determine employee entitlements based on factors such as years of service.
Explain details of company pension plans to employees during group presentations.
Ensure that payments are made after employees retire from the company.
Make sure that eligible workers are informed of their plan options and complete enrollment. November 2012 to October 2014 Ocean Pension Services–New Cityland, CA Pension Administrator
Prepared required documentation for pension plans.
Assisted companies with the task of putting together an appropriate pension plan.
Oversaw the management of pension plans for various commercial, corporate and retail clients.
Monitored investments and ensured that such investments were made according to the pension plan that was selected by a particular client.
Confirmed the distribution of payments and quickly responded to issues with payments not being deposited as scheduled. June 2008 to November 2012 Stellar Financial–New Cityland, CA Pension Administrator
Prepared quarterly and annual reports concerning all pension plan accounts.
Filed required regulatory documents.
Confirmed the payment of employee and member contributions.
Refunded or transferred accrued benefits.
Prepared client presentations showing the details of each available pension plan.
Assisted with the execution of integrity testing, internal audits and Sarbanes Oxley audit testing.
2008 University of California, New Cityland, CA Bachelor of Science, Finance