Manager Management

Francine E. Szakacs

*** *** **** ~ Kendall Park ~ New Jersey, 08824

Work Phone 732-***-****

Home Phone 732-***-****

WORK HISTORY

Present – Operations Supervisor, ING Americas

* Responsible for the management of 8 Client Transition Managers; primarily working on defined contribution plans.

* Lead various projects surrounding the Integration of 2 participant & plan recordkeeping systems

* Contribute to the technical and professional development of the staff.

* Develop project plans, timelines and workflows for internal processes.

2008-2010 – Manager, ING Americas (Legacy CitiStreet) Somerset, NJ

* Responsible for the management of 10 Client Transition Managers.

* Responsible for the product management & conversion of large market defined contribution plans and clients ranging is assets from $10 million to $150 million in assets size to our Framewor(k) platform.

* Responsible for the management & conversion of small to middle market defined contribution plans and clients for our Map Select and (k)Choice platform.

* Manage weekly call schedules with internal departments, field members and clients to ensure a timely conversion of records and assets.

* Develop action plans surrounding tasks to improve internal processes.

* Participate in finalist presentations to potential ING clients & informational sessions to 401(k) plan participants.

2007-2008 – Senior Officer, CitiStreet Somerset, NJ

* Responsible for the management of 5 Client Transition Managers

* Work on various company projects with the objective to service our clients more efficiently.

* Contributing to the technical and professional development of 5 Client Transition Managers.

* Assist management with daily tasks such as wire reporting, Employee reporting and employee service reviews.

* Provided training to staff of various systems oriented and client oriented tasks through out the year.

*2005-2007 - Senior Implementation Specialist, Citistreet Somerset, New Jersey

* Responsible for the conversion of 401(k) plan accounts into Citistreet

* Correspond daily with Financial Consultants, Plan Sponsors and prior recordkeepers to convert Retirement Plans accurately to Citistreet

*Review plan valuation reports, plan statements and financial reports to ensure proper information are provided for conversions

* Responsible for the internal product and system conversion of 2 – 5 plan accounts per month in addition to regular case load.

1999- 2005 Client Service Manager, Merrill Lynch Pierce, Fenner & Smith, Inc. Hopewell, New Jersey

* Responsible for the day to day service management of thirty + 401(k) plan accounts with assets varying from 5 million to 60 million dollars in assets.

* Support all client issues with 5500 filing, Audits & Non-Discrimination Testing.

* Provide various customized reports for Controllers, Benefit Directors & Auditors.

* Assist in presenting enrollment meetings & informational sessions to 401(k) plan participants.

1998-1999 Senior Plan Administrator, Merrill Lynch Pierce, Fenner & Smith, Inc. Somerset, New Jersey

* Assisted Plan manager in the supervising of the administration of approximately 100 Corporate Market 401(k) plan.

* Responsible for the timely investment of corporate 401(k) contributions in excess of two million dollars per month.

* Specialized function: Generate quarterly Fund Performance Inserts for all Corporate Market

Plans

EDUCATION

* Rider University, Lawrenceville, New Jersey Bachelor of Arts in Sociology and Social Work- May 1996

INDUSTRY CERTIFICATIONS

*ASPA PA-1 (Parts A & B)

*ASPA DV

*SPARK

INTERESTS & ACTIVITIES

* Employee Focus Group Member - 2008

AWARDS RECEIVED

* You Make the Difference, 1st Quarter 2007 - Citistreet

* Employee of the Year – Merrill Lynch – 1998

PROFICENT IN

* MS Office Word, Excel, Access, Omni Record Keeping System, Lotus Notes, Visio, PowerPoint

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