Trained in the legal field as an Employee Benefits Paralegal/Retirement Plan Consultant with a passion to help clients with each stage of a retirement plan and meet them where they are in the process. Experience with setting up a retirement plan, ongoing compliance and ending the journey of the retirement plan that is ready for termination and distribution, all of which require the ability to move projects forward, on time and on budget. Prepared hundreds of accurate and timely participant communications, letters, statements, and regulatory notices. Energized when interacting with clients and representatives about new legal changes, teaching others to understand ERISA and other pension laws and regulations, and better ways to organize and problem solve. Proven leadership skills, confidence, and problem-solving abilities with years of experience working on qualified plans – both defined contribution and defined benefit. Seek reasonable solutions with a strong commitment to producing exceptional customer service, using effective communication and interpersonal skills.