Brittany Wallace

Retirement Analyst - NWPS

Role
Retirement Analyst at Nwps
Location
Memphis, TN, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Brittany Wallace

I am a detail-oriented Retirement Analyst with experience supporting 401(k) plan…

Experience

  1. Retirement Analyst

    Nwps

    Jun 2024 — Present · Seattle, WA, US

    Payroll Processing: Assist in processing payroll transactions related to retirement plans-Payroll Census Validation: Verify the accuracy of payroll census data-Loan Processing: Support the processing of participant loans, ensuring compliance with plan rules and regulations-Loan Payoff Processing: Handle loan payoff transactions, maintaining accurate loan records-Fee Liquidation: Assist in the liquidation of plan fees and ensure proper accounting-Rollover Cash Reconciliation & Processing: Help reconcile and process rollover contributions-New Hire Enrollment Reviews: Review and process new hire enrollments-Routine Participant & Client Communication: Maintain effective communication with plan participants and clients, addressing inquiries and providing support-Quality Checking: Learn and perform quality checks on the work of peers to maintain the highest standards of accuracy and compliance-Sales Force Workflow Logging: Continuously monitor inbound cases in Sales Force.

Education

  • Hinds Community College

    Associate's degree

  • Middle Tennessee State University (MTSU)

    Masters, Workforce Development and Training

  • Christian Brothers University

    Bachelor's degree, Psychology

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Brittany Wallace — Retirement Analyst at Nwps in Memphis, TN, US | Unifers