Project Portfolio
401(k) Conversion Plan Service Workflow Enhancement Project
Ops Process Improvement [Best Practices]
A project aimed at enhancing 401(k) conversion workflows across four critical departments.
Annual Forms 5330, 8955, and 5558 Project Management
Risk Management, Data Analytics, and Automation
Comprehensive oversight project, collaborating with Product and DevOps teams, to electronically process and file crucial annual 401(k) forms, ensuring timely and accurate submissions in line with DOL/IRS regulations.
Final Form Filings and Dashboard Development Project
Data Analytics, Querying, and Automation
Development of comprehensive dashboards, enhancing data visualization and management.
Audit Task Improvement, Outreach, & Release Project
Process Optimization and Automation
Optimizing outreach and revamping client task delivery system, ensuring clients were better informed and prepared for audits.
Asana to Salesforce Migration for Audit Tracking Project
System Migrations and Integrations
SME on the migration from Asana to Salesforce, aiming for enhanced scalability and improved automation.
Business Process Outsourcing for 401(k) Plans Address Collection Project
Vendor Management and Automation
Led a business process outsourcing initiative to compile essential address data for 401(k) plans, with a forward-looking approach to integrating automation through API.
Business Process Outsourcing for 401(k) Plans NAICS Codes Collection Project
Vendor Management and Automation
Managed an outsourced project focused on collecting NAICS codes, crucial for regulatory compliance and operational efficiency, while also setting the stage for future API integration.