Amber Smith
Senior Manager - 3(16) Services | Mom of Three | Workout Fanatic | Avid Book-Reader
- Role
- Senior Manager - 3(16) at July Business Services
- Location
- Powell, OH, US
- LinkedIn followers
- 500 followers
About Amber Smith
Performance-driven professional with nearly 20 years experience in customer service…
Experience
Senior Manager - 3(16)
May 2022 — Present · Waco, TX, US
As a Senior Manager for 3(16) Services at JULY, I lead initiatives to deliver top-notch service solutions to our valued clients. My role encompasses oversight of our 3(16) Fiduciary Services team which serves to relieve plan sponsors of certain administrative burdens and ensure that retirement plans operate smoothly, efficiently, and in compliance with regulatory requirements. This allows plan sponsors to focus on their core business activities while still fulfilling their fiduciary duties under ERISA. Key Achievements- Oversee 3(16) service and processes for over 1,200 plans and growing by the day- Spearheaded the successful implementation of streamlined participant notice delivery process- Developed and executed strategies to enhance client and participant communications- Coordinated and served as main point of contact for first Pooled Employer Plan independent audit.
Education
Columbus State Community College
Associate of Arts - AA
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