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
2018.09 - 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
2017.01 - 2018.08
- 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
2016.01 - 2016.12
- Managed 401K loan processing, corrections, and audit reviews.
- Ensured compliance with IGO/NIGO resolution standards.
Specialist – Payroll Operations
Fidelity Investments
2012.08 - 2015.12
- 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
2018.09 - Current
Senior Specialist – CSM/DC
Fidelity Investments
2017.01 - 2018.08
Specialist – CAR/DC
Fidelity Investments
2016.01 - 2016.12
Specialist – Payroll Operations
Fidelity Investments
2012.08 - 2015.12
Bachelor of Commerce -
Mysore University
ITI in Electronics -
Govt. Women’s College