Quality Control Administrator
Resume:
CAROL DENISE JONES, QKA
**** ****** ****** ***** **** number: 410-***-****
Owings Mills, MD 21117 Email: *****.*.*****@***.***
OBJECTIVE: Experienced plan administrator that consults and administers on all types of defined contribution plans with a
personal touch. Very detail and deadline oriented. Experience in areas of conversions, processing, reconciling and
administration. Capable of multi-tasking and displays excellent communication skills with plan participants, plan sponsors,
brokers, auditors and mutual fund representatives (John Hancock, American Funds, ING, Mass Mutual, Alerus, etc.) to help
resolve various issues.
ADMINISTRATIVE SKILLS:
o Created checklist for quality control of year-end valuation processing.
o Reviewed other administrators work.
o Annual trust accounting/asset reconciliation on balance forward or daily valued plans.
o Daily verbal and written communication with plan participants, plan sponsors and brokers.
o Interpret plan documents and consult on plan provisions.
o Perform compliance testing (top heavy, 415, 410(b), ADP/ACP, etc.) using Relius.
o Complete IRS filing of Form 5500 and attachments (large and small plans) using Relius and ftwilliam.com.
o Calculate year-end employer contributions (safe harbor, new comparability, etc.)
o Verify vesting and determine amounts for distribution processing, hardships and loans.
o Verify enrollment and contribution eligibility.
o Determine RMD and QDRO eligibility.
WORK EXPERIENCE:
05/2010- Present SENIOR PLAN ADMINISTRATOR, WEST PENSION SOLUTIONS, LLC, Towson, MD
06/07- 03/2010 SENIOR PLAN ADMINISTRATOR, POLLARD & ASSOC., Hunt Valley, MD
o Assisted in the hiring process of support staff.
o Helped automate download/import process of mutual fund companies’ activity
06/06 - 06/07 SENIOR PLAN ADMINISTRATOR, BERLIN RAMOS & Co., P.A., Rockville, MD
08/05 - 05/06 SENIOR PLAN ADMINISTRATOR, CONTINENTAL BENEFITS GROUP, Burlington, NJ
01/05 - 08/05 MANAGER, PROFESSIONAL CAPITAL SERVICES, LLC Philadelphia, PA
10/01 - 01/05 SENIOR PLAN ADMINISTRATOR, BENEFIT CONSULTANTS GROUP, Delran, NJ
o Trainer for new hires
o Created quality control process
EDUCATION: B. A., Finance, Fox School of Business Management, Temple University, Philadelphia, PA
PROFESSIONAL DEVELOPMENT:
CEBS, Certified Employee Benefits Specialist Program, Roosevelt University; Passed Classes I, II, III
ASPPA, American Society of Pension Professionals & Actuaries, Pension Administrator’s Certificate, Defined Contribution
Certificate, Daily Valuation Certificate, Qualified 401k Administrator’s Designation (QKA)
HR Management Certificate, Human Resource Management Certification Program, Community College of Baltimore County;
starting Fall 2010
SKILLS:
Word, Excel, PowerPoint, Relius Administration and Government Forms, ftwilliam.com government forms
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