Charu Latha
Detail-oriented Quality Control professional with 2 years of experience in the US Retirement Services domain
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About
Detail-oriented Quality Control professional with 2 years of experience in the US Retirement Services domain at RR Donnelley (RRD). Experienced in quality assurance, transaction validation, and retirement plan processing, including 401(k), 403(b), 457, and IRA accounts. Proficient in Salesforce, TSM, Broadridge, Trulioo, Loan Database, Matrix, and Engine. Recognized for accuracy, compliance, collaboration, and delivering high-quality results within tight deadlines.
Experience
Financial Associate (distribution Team) - RR Donnelley India Outsource Pvt. Ltd
(2025-01)
- Managed participant requests for retirement plan distributions, ensuring compliance with IRS regulations and plan rules.
- Processed various distribution types (lump sum, rollovers, Required Minimum Distributions, hardship withdrawals).
- Verified participant eligibility, vesting percentages, and tax withholding requirements.
- Assisted with quality control checks to minimize errors and ensure accurate payment processing.
Document Specialist - RR Donnelley - 43 A 1st main road RA Puram
(2021-01 - 2024-12)
- Supported project managers in planning and executing multiple projects, ensuring adherence to deadlines and deliverables.
- Processed and imported HTML and text files into the Fundsuite platform as part of the ARC Marketing project.
- Maintained high standards of quality while working in rotational shifts.
Education
MBA - Financial Management - University of Madras (2021-01 - 2023-12)
B.com - Corporate secretoryship - University of Madras (2018-01 - 2021-12)
