PRIYANKA GUPTA
Gurugram
Summary
To work in an environment that will provide avenues in my esteemed field. To work in a pragmatic way and be an astute learner in any organization and to obtain a position of responsibilities.
Overview
7
7
years of professional experience
Work History
Benefit Administrator (Defined Contribution)
Miliman India Pvt Ltd
Gurgaon
01.2022 - Current
- Working on defined contributions (pension plans), 401K plans for clients
- I process payrolls in OMNI & DG3, payrolls include
- Uploading
- Cash research
- Omni errors
- Payroll Jobs
- Cash linking
- OMNI cash report
- Works on exp - process Manual distributions, Web distributions, Account Splits, Death distribution, installments & loans - issue, payments & payoff
- I process monthly loan ACH files single handedly
- I process monthly fees & 3rd party fees
- Work on quarterly statements, residual reports, summary of accounts etc
- Work on VTRAN errors & have little knowledge of Recons too
- Tools worked upon Omni Adminweb, Data gathering (DG3), EXP AG, Schwab retirement site, Partner site, Plan administrator (MPAD)
Senior Executive
The Retirement Plan Company
Gurgaon
05.2017 - 11.2020
- Company Overview: The Retirement Plan Company Services Team Pvt
- Ltd
- I was working in The Retirement Plan Company Services Team Pvt
- Ltd
- For 3.5 years
- As a senior executive, my role was to prepare and reconcile Trust accounting reports of employees / organizations who are engaged in a 401k retirement plan
- As I was placed in Trust accounting process my job was to reconcile investment activities of each participant (Active employees) in a 401(k) plan that were made throughout the year
- I had the task of preparing various reports such as financial statements, Summary of Investment Activity report and Participant Distribution and Tax Withheld reports
- Reconciliation of financials during the plan year through the provided brokerage statements from the client and payroll schedules
- I processed payrolls in relius and DVC
- Uploading
- Cash research
- Cash tally
- Verify limit / 402G and 415 limit
- Done census validation and contribution validation
- Processed loan on the basis of 5 hardship rule, re-finance, loan pay-off, default loan, and loan off set
- And in the last 1.5 years of my tenure in the company, I had given responsibility to train new employees about the nuacens of Trust Accounting
- The Retirement Plan Company Services Team Pvt
- Ltd
Education
Post-Graduation - Masters of Commerce
University of Jammu
01.2014
Graduation - Bachelor of Commerce
University of Jammu
01.2011
XII -
JKBOSE
01.2007
X -
JKBOSE
01.2005
Skills
- Managerial Skills
- Team Work
- Time Management
- Leadership
- Professional Proficiency in Communication
- MS Office (Word, Excel and PowerPoint)
Languages
- English
- Hindi
- Dogri
Personal Information
- Hobbies: Watching movies and TV series, Occasional traveler, Dancing
- Husband's Name: Dheeraj Gupta
- Date of Birth: 12/08/89
Timeline
Benefit Administrator (Defined Contribution)
Miliman India Pvt Ltd
01.2022 - Current
Senior Executive
The Retirement Plan Company
05.2017 - 11.2020
Post-Graduation - Masters of Commerce
University of Jammu
Graduation - Bachelor of Commerce
University of Jammu
XII -
JKBOSE
X -
JKBOSE