Beth Mocek

About Beth Mocek

Detailed and results-driven retirement plan expert with deep understanding of retirement account related regulations and procedures. Offers 20+ years combined experience in distributions, deconversions, client service, and project management within the retirement account industry. Easily and calmly navigates complex situations, ensuring accurate and compliant processing while delivering exceptional customer service. Skilled communicator adept at collaborating with internal and external stakeholders to optimize processes and achieve client satisfaction. Highly organized with a meticulous approach to recordkeeping and data management. Committed to continuous learning and staying abreast of industry developments. TECHNICAL SKILLS: Financial Analysis Analyze data to optimize budgets, identify cost savings, and ensure project viability Software Expertise Utilize Buildsoft, Cubit, & CostX Data Management Maintain accurate records of financial transactions, project data, and client information ADMINISTRATIVE SKILLS: Distribution Processing Process distributions and loans accurately and efficiently, adhering to all IRS regulations and plan provisions Client Service Display interpersonal skills that provide exceptional customer service, address client inquiries, and all resolve issues Project Management Manage numerous projects simultaneously, prioritize tasks, and meet all deadlines ADDITIONAL SKILLS: Regulatory Compliance Provide expert knowledge of relevant regulations and industry standards Communication Collaborate effectively with internal and external stakeholders Problem-Solving & Analytical Thinking Analyze complex situations, identify and troubleshoot issues, and develop solutions

Experience

1. Bank Teller

   Tfnb Your Bank For Life

   Jun 2025 — Present