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.
Financial Planning Strategy Project
Cost Analysis and Budget Management
Devised and executed a robust financial strategy, achieving remarkable savings in operating costs and boosting profit margins.