
Dedicated U.S. Retirement Specialist with 4 years of experience in Participant Transaction Operations, Recordkeeping, and Compliance for large retirement plans in the United States, including distributions accurately, managing plan transitions, mitigating risk, and ensuring participant satisfaction.uring participant satisfaction. Skilled in ERISA regulations, quality control, operational excellence, and stakeholder collaboration.
• Handle participant requests for withdrawals, separations, transfers, and QDRO cases, ensuring strict compliance with ERISA and plan rules
• Support large-scale client plan migrations with zero operational discrepancies
• Communicate proactively with stakeholders to manage client expectations and resolve issues efficiently
• Ensure 100% regulatory adherence while prioritizing participant security, accuracy, and service quality
• Process cash and rollover distributions for active and retired participants within SLA
• Work independently on moderately complex cases with strong decision-making
• Provide team training and assist new associates in learning systems and transaction handling
• Maintain risk awareness across transactions to prevent operational errors and financial exposure