HR Generalist-401k Administrator

Brenda K. Buonanno

** ********* ****** . *******, ** 01844 . 978-***-**** . ******@*****.***

Mercer HR Services/ Putnam Investments, 2000-Present

Norwood, MA and Andover, MA

Client Services Analyst III . Plan Sponsor Representative . Plan Sponsor

Associate

.Serve as a day-to-day client contact for Defined Contribution Plans for

Nordstrom, Inc., Bosch Corp. & a government client

.Resolve service issues of plan participants

.Assist phone representatives in answering participant plan inquiries

.Balance daily cash/shares for 401(k) retirement plans for Nordstrom, Inc.

& Bosch, with assets under management ranging from $50 million to $2.5

billion

.Process 401(k) contributions and loan payments in multiple payroll

frequencies

.Prepare quarterly statements for over 60,000 participants

.Perform reconcilement and produce reports on items ranging from production

to systematic processing

.Report monthly 402g IRS limits, hardships suspension, auto enrollment, and

aged check forfeitures

.Calculate Actual Deferral Percentage (ADP)/Actual Contribution Percentage

(ACP) bi-annually to meet federal guidelines

.Prepare IRS Form 5500 Annual Return/Report of Employee Benefit Plans

.Track patterns of service requests from 1,000 phone representatives in

Houston, Dallas, Illinois, and Norwood

.Prepare and distribute quarterly "hot topics" email to the representatives

to improve their ability to effectively and personally address client

queries

.Coach other plan analysts on policies and procedures

.Work closely with managers and staff administration, global operations,

ISD, and compliance staff

.Perform multi-source feedback reviews for colleagues and myself

.Work with multiple external vendors, such as ADP and Ceridian

.Address inquiries from auditors at PricewaterhouseCoopers, Deloitte &

Touch , and Ernst & Young

Lawrence Savings Bank 1993-2000

Lawrence, MA

Teller/Branch Supervisor . Head Customer Service Representative .

Sales/Service Product Marketing

.Promoted and opened CDs, IRAs, loans, and checking accounts and promoted

mortgages

.Trained and managed new hires

Education/Training

.Northern Essex Community College

.Supervisory Training, New England College of Finance

.Staff Leadership, New England College of Finance

.Trained 20+ new hires at Mercer/Putman within Defined Contributions

Department

.Trained and managed new hires at Daher's Fine Merchants Shoe Store

.Trained and managed new hires at Lawrence Savings Bank

Technical skills

Word, Excel, PowerPoint, Lotus Notes, Outlook, Mercer/Putman computer

systems, Access 2000-2003, Connect, Intranet, Siebel, DocMan, Citrix/BW,

Sunguard Systems: OmniWeb, Omni-Plus & Omni-Pay

Contact this candidate