US Retirement 401k Process Specialist
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I’m a dedicated 401(k) Process Specialist with hands-on experience in U.S. retirement services and transaction processing. I’m passionate about helping individuals secure their financial future by managing 401(k) plan operations with accuracy, compliance, and care. Known for being detail-oriented and client-focused, I thrive in fast-paced environments and am always looking for ways to improve processes and deliver exceptional service.
Experienced 401(k) Process Specialist with expertise in retirement plan administration, transaction processing, and regulatory compliance. Skilled in ADP/ACP testing, nondiscrimination testing, contribution monitoring, and processing distributions including Hardship Withdrawals, RMDs, and QDROs. Adept at ensuring ERISA compliance, maintaining data integrity, and delivering strong participant and plan sponsor support while driving operational efficiency.
Master of Business Administration (MBA) in Finance with a strong foundation in financial management, investment analysis, and corporate finance. Bachelor of Commerce (Honors) in Accountancy with expertise in financial accounting, auditing, and taxation. Well-versed in applying financial principles to business operations, compliance, and retirement plan administration.
