Service Representative Investment Consultant
Resume:
Marybeth Porter
** ****** ****, ******, ** *****
**********@*******.***
EXPERIENCE
Pipefitters Local 537 Trust Funds, Dorchester, MA 2015 - 2022
Fund Administrator
Manage the day-to-day administration of Taft-Hartley ERISA employee benefit plans
Manage relationship with various plan vendors including investment consultant firm and investment firms
Collaborate closely with attorneys, actuaries, accounting and auditing firms, and insurance carriers
Report directly to the Board of Trustees consisting of 3 Labor Trustees and 3 Management Trustees
Prepare and submit required electronic filings to the IRS, SSA, DOL and PBGC
Foster collaboration among Trustees
Provide leadership in developing member and plan participant educational programs
Communicate plan and policy changes to the membership, plan participants, and signatory employer contractors
Conduct plan seminars with apprentices and plan participants
Maintain official records and documents and ensure compliance with federal, state, and local regulations
Maintain a working knowledge of significant developments and trends in the Taft-Hartley employee benefits area
Inform the Board of Trustees of the condition of the office systems and all-important human resource matters
Establish working relationship with local union’s training center and union hall
Pipefitters Local 537 Trust Funds, Dorchester, MA 2008 - 2015
Benefits Manager
Completed all administrative duties of the funds
Managed the bookkeeping and accounting software
Prepared payroll for office staff
Processed benefit payments for members and plan participants
Responsible for the submission of quarterly state and federal tax filings
Counseled and educated active and retired membership of their rights and benefits
Generated member’s retirement letters
Calculated pension and annuity benefit amounts
Held meetings with members and plan participants to complete the application process
Pipefitters Local 537 Trust Funds, Dorchester, MA 2000 - 2008
Member Service Representative
Distributed member enrollment forms
Provided general office support, opened mail, and answered phone calls
Organized member files
Responded to in-person and email inquiries from members and plan participants
Generated invoices to vendors and customers
ORGANIZATION & CIVIC PARTICIPATION
Active Union Member Pipefitters Local 537; 2015 to present
UA National Convention Delegate; 2021
Secretary, MA Coalition of Taft-Hartley Funds; 2020-2021
Executive Board Member, Squantum Yacht Club; 2020-2021
SKILLS
QuickBooks, Microsoft Office Suite (Word, Excel, PowerPoint, and Microsoft Outlook), and Adobe
EDUCATION
Emerson College, Master of Communications
Westfield State College, Bachelor of Arts
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