Divya

1. Handling customers 401k retirement plan accounts and handling complex defined contribution plan operations with focus on special monetary processing and transfer

Subtypes such as death benefit, QDRO, plan-to-plan transfer, SSN transfer, loans, and forfeiture transfers.

2. Recordkeeping of all customer activities.

3. Approval of partial and full payouts as customers' requirements. Processing monetary and non-monetary transactions for clients.

Includes contributions, loan repayments, indicative data files, manual adjustments, rollovers, etc.

4. Handled systematic and same-day withdrawal setups and resolved MRD (Minimum Required Distribution) inquiries.

5. Executed wire transfers, ACH, stock transactions, and check processing for plan distributions.

6. Interact with the internal and external clients to streamline processing and ease plan administration for our clients.

7. Ensured accuracy and compliance with ERISA and IRS guidelines, while meeting SLA and quality standards.

8. Resolved a wide range of customer inquiries related to retirement plan distributions and account adjustments with a focus on delivering high-quality service.

9. Investigated researched and resolved escalated cases and monetary discrepancies, delivering timely solutions with strong client focus.

10. Mentored new team members and acted as a subject matter expert (SME) for transfer subtype processes.

11. Assisted in process improvement initiatives, recommending workflow changes to enhance efficiency and reduce repeats errors.

1. Handled demand forecasting and supply planning using historical data, sales trends, and market analysis to ensure product availability.

2. Collaborated with cross-functional teams (Procurement, Production, and Logistics) to align with demand requirements.

3. Monitored inventory levels and stock movements, reducing gaps and avoiding excesses/shortages.

4. Prepared periodic reports and dashboards to support business decision-making, and improve forecasting accuracy.

5. Developed strong skills in data analysis, reporting tools, and stakeholder communication.

6. Assisted in preparing monthly and quarterly forecasts, and demand reports, supporting strategic decision-making for clients.

7. Creation of CVCs for new products in the system, and CVC cleaning up – deletion of incorrect CVCs from the system.