JEAN RAMSAY

** ********* ****, ****** *******, GA 30127

678-***-**** ac4lt3@r.postjobfree.com

Summary of Qualifications

Multi-faceted, pro-active and results-oriented professional with over 10 years experience in accounting and customer service. Strong organizational, interpersonal, communication and decision- making skills with a reputation for excellence and high quality client service. Key Professional Skills

- Client servicing - Staff Management

- Accounts Payable - Accounts Receivable

- Account Management - Maintain Budget

- 401K Funding Calculations - Invoicing

- Time management - Data Entry

- Year-End Reporting - Staff Reimbursements

- Auditing

WORK HISTORY

Kloeckner Metals Corporation Roswell, Georgia

Retirement Plan Specialist (2/2016 – Present)

Administers pension and 401K retirement plans while working in conjunction with the plans’ record keeper, actuary, trustee and investment committee. Assist participants and retirees with daily requests and retirement needs.

Interacts with employees and participants to educate and answer questions regarding the retirement plans.

Provides payroll and employee data to record-keeper on a weekly basis.

Manage employee and employer contributions and funding.

Perform annual year-end reporting – management, TPA and employees.

Provides data to and works with auditors during annual audit of retirement plans.

Ensures that plans are administered in compliance with the plan document and federal regulations, including all required reporting and disclosures to governmental agencies and notices to participants, etc.

Manages auto program – enrollments, reimbursements and year-end reporting.

Assist with other duties within the HR Benefits Department as needed. Benetech Inc. Atlanta, Georgia

Asst. Manager (07/2004 – 11/2015)

Managed staff and daily operations of the office which included servicing over 350 qualified pension plans for clients, keeping them in compliance with IRS regulations and meeting special needs and requests of plan sponsors and their participants, and doing so within fast-paced environment with very strict deadlines.

Supervised administrators and support staff with their assigned caseloads and responsibilities. Jean Ramsay – Page 2

Communicated with clients, CPAs and financial advisors to maintain proper operation of plans.

Researched compliance issues and communicated solutions to plan sponsor, CPAs, financial advisors and other contacts.

Acted as liaison with Marketing Rep and clients regarding plan conversions, redesign, new business, mergers, amendments and other changes as required by IRS or plan sponsor.

Reviewed and approved daily processes, IRS tax reports, annual client reports and billing prepared by administrators/staff.

Pension Administrator

Administered and maintained an assigned caseload of qualified DC/DB/CBDB Pension Plans including census valuation, testing, eligibility, contributions, withdrawals, preparing annual tax forms and other routine operations.

Processed census, contributions, loans, benefit distributions, and other transactions as needed based on the plan documents or regulations.

Prepared appropriate IRS tax forms, schedules, annual client reports and appropriate fees.

Updated and maintained plan documents to keep plan in compliance with IRS regulations.

Reconciled and balanced the trust account on annual basis, or as needed for certain transactions.

Answered product and service questions - suggesting information and other products and services.

Trust Accountant

Maintained customer records by updating account information, processed monthly trust statements, balanced accounts and generated annual trust reports for administrators and management while acting as support for administrators and clerical staff.

Set up and reconciled detailed accounting records with monthly statements.

Reconciled accounts to systems applications and resolve discrepancies and out of balance conditions by collecting and analyzing trust activities.

Reviewed reports and discuss issues with management to alert of possible prohibited transactions and resolutions timely.

Assisted administrators with requests for information from clients, special research on accounts, plan funding deadlines and education on IRS regulations.

Trained new hires, assisted clerical support as needed with copying, packaging and mailing clients’ reports.

EDUCATION

Rochester Institute of Technology Rochester, New York Bachelor of Science – Applied Mathematics/Concentration in Networking Phi Theta Kappa

SYSTEMS SKILLS

ADP Enterprise/EV5, Relius, BPAS, Runzheimer, Adobe, Microsoft Word and Excel.

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