Summary
Overview
Work History
Education
Skills
Certifications And Achievements
Timeline
Generic

Renita Thomas

Bangalore

Summary

Account management professional with extensive experience at Fidelity Investments, specializing in defined contribution plans and payroll administration. Demonstrated success in process improvement and compliance, alongside effective team mentoring and escalation management. Achievements include enhanced data accuracy and increased operational efficiency in retirement plan administration.

Overview

13
13
years of professional experience

Work History

Manager – Account Management (CSG)

Empower
09.2018 - Current
  • Lead administration of DC retirement plans, ensuring accurate 401K solutions for clients and internal stakeholders.
  • Manage escalations, staff planning, productivity tracking, and employee development.
  • Mentor and train new hires, ensuring high-quality standards across operations.
  • Provide insights on process efficiency, trend monitoring, and staff performance to leadership.

Senior Specialist – CSM/DC

Fidelity Investments
01.2017 - 08.2018
  • Administered retirement plans, processed rollovers/pay-outs, and ensured data accuracy in plan records.
  • Partnered with Managing Directors to resolve participant discrepancies.
  • Supported audits and compliance with end-to-end 401K processes.

Specialist – CAR/DC

Fidelity Investments
01.2016 - 12.2016
  • Managed 401K loan processing, corrections, and audit reviews.
  • Ensured compliance with IGO/NIGO resolution standards.

Specialist – Payroll Operations

Fidelity Investments
08.2012 - 12.2015
  • Managed payroll operations for US employees, resolving discrepancies and ensuring timely pay.
  • Produced performance reports and conducted audits to maintain compliance.
  • Transitioned overpayment processes from US to India successfully.
  • Provided SME guidance during escalations and process transitions.

Education

Bachelor of Commerce -

Mysore University
01.2009

ITI in Electronics -

Govt. Women’s College
01.2002

Skills

  • Payroll administration (US and India)
  • Defined contribution plans (401k and retirement)
  • Client and stakeholder management
  • Process improvement and transition
  • Audit and compliance
  • Leadership and team coaching
  • Escalation management
  • Data accuracy and quality control

Certifications And Achievements

  • SPARK & ASSPA Certified – 401K & Retirement Plans
  • Ontrack Certified | Internal Domain Certification – US Payroll Operations (Level 2)
  • ZD Silver & Gold Awards – Highest productivity with zero errors
  • Successfully transitioned US Overpayment Process to India
  • External Training – Accounts & Taxation Modules (Accounts House)

Timeline

Manager – Account Management (CSG)

Empower
09.2018 - Current

Senior Specialist – CSM/DC

Fidelity Investments
01.2017 - 08.2018

Specialist – CAR/DC

Fidelity Investments
01.2016 - 12.2016

Specialist – Payroll Operations

Fidelity Investments
08.2012 - 12.2015

Bachelor of Commerce -

Mysore University

ITI in Electronics -

Govt. Women’s College

Similar Profiles

CREATE PROFILE
Renita Thomas