Project Portfolio
Annual Government Filings Program
Program Management
Revitalized an early stage program for Government Filing team, introducing a blueprint to optimize filing seasons through strategic design and implementation.
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.