Lloyd Lewis

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TRANSACTION COORDINATOR

MAP RETIREMENT

Mar 2023 - Jun 2024 (1 year 4 months)

- Reviewed 401K distribution documents to ensure the accuracy of the indicative data, distribution type, and signatures required on the distribution forms. - Assessed adoption agreements to ensure distribution requests can be honored. - Coordinated with Account Managers, Plan Sponsors, and Record Keepers to ensure critical items are handled promptly. - Collaborated with account managers and actuaries to guarantee plan termination projects run smoothly. - Processed Force-outs as laid out in the adoption agreement. - Served as the point of contact and consultant for plan sponsors and record keepers. - Responsible for protecting, securing, and properly handling all confidential information, ensuring against unauthorized access, improper

DISTRIBUTION COORDINATOR

Ascensus

Jul 2021 - Jan 2023 (1 year 7 months)

Process and review 401K distribution documents and coordinate the processing of distributions with asset holders. Prepare loan requests for review and coordinate for processing with asset holders. Run queries for participants with a balance below 5k and begin the Force Out Process, if needed. Responsible for protecting, securing, and properly handling all confidential information and ensuring against unauthorized access, improper transmission, and unapproved disclosure of information.

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NJ COVID-19 INTAKE SPECIALIST

XTEND HEALTHCARE, LLC

Feb 2021 - Apr 2021 (3 months)

Assisted NJ residents with the registration, and scheduling of COVID-19 vaccinations. Answered general questions regarding COVID-19 and the vaccination process.

OPERATOR (INTERNSHIP)

PBF ENERGY

Jun 2019 - Aug 2019 (3 months)

Observed/Assisted in the startup/shutdown of compressors and pumps. Observed/Assisted with the collection of process samples. Observed/Assisted in the scheduled collection of data to be entered into IntelliTrac for analysis. (Pressures, Temperatures, Levels, and Flows) Familiar with PFD's and P&IDs. Familiar with the LO/TO process. Helped to maintain the overall appearance and cleanliness of the units. (Sweeping, painting, etc.)

SENIOR BENEFITS SPECIALIST

Conduent HR Services

Aug 2013 - Sep 2018 (5 years 2 months)

Assist clients when their issues/concerns need to be escalated beyond Tier 1 assistance. Follow up on outstanding issues, kept the client informed on the status of ongoing research, and ensuring the case is resolved, then closed out when complete. Train new team members in client-specific disciplines such as Medical, Pension, and 401 team plans. Generates new and innovative solutions to complex problems, and proposes improvements to processes. Ability to analyze metrics to implement coaching to achieve individual and team goals. Analyze transactions to ensure accuracy and quality requirements are met. Listen to, review, and evaluate calls weekly to ensure the quality of the interaction is meeting and/or exceeding the required quality standa

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