Adrienne Charles
ERISA Plan Consultant | MEP Facilitator | CPSP® | Accredited Pension Administrator
- Role
- Erisa Plan Consultant at Avma Insurance Services
- Location
- Houston, TX, US
- LinkedIn followers
- 500 followers
About Adrienne Charles
Accredited Pension Administrator and Consultant with 17 years of diverse industry experience operating as TPA, Recordkeeper (Bundled and Unbundled), and as Plan Sponsor for a Multiple Employer Plan. Communicative and team-oriented with proficiency in ERISA compliance, nondiscrimination testing, and interpreting plan documents. Proven strengths include building rapport, anticipating client needs, and delivering exceptional client experiences with business acumen. Demonstrated abilities consist of plan design, implementation, and navigating complex financial data to resolve inequities.
Experience
Erisa Plan Consultant
Oct 2024 — Present
Oversee all aspects of employee benefit plans to ensure they comply with ERISA, DOL, and IRS.• Collaborate with internal teams and third-party service providers to ensure efficient plan administration. • Serve as MEP Trustee and Fiduciary to recognize and reduce operational, legal, and fiduciary risks.• Develop and maintain custom MEP Playbook with “Best in Class” standard operating procedures.• Support the growth of plans via marketing initiatives and protecting strong agent relationships while leveraging other tools for identifying potential adopters.• Guide adopting employers and participants on ERISA regulations and compliance issues.• Monitor financial performance of the MEP and approve fees and expenses paid from plan assets.• Manage plan audits, ensure adherence to fiduciary responsibilities, and complete timely annual filings.• Remain updated on changes in ERISA regulations and newly released guidance on SECURE Acts.
Education
James Madison HS
High School Diploma, General Studies
University of Houston
No Degree, Business Administration and Management, General
Skills
- Pensions
- Microsoft Word
- Microsoft Office
- Call Center
- 401k
- Defined Benefit
- Customer Service
- Pension Administration
- Process Improvement
- Retirement Planning
- Profit Sharing
- Call Centers
- Powerpoint
- Microsoft Excel
- Accounting
- Retirement Plan Consulting
- Erisa
- Retirement
- Mutual Funds
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.