Craig Birchenough
- Role
- Plan Document Consultant at Empower
- Location
- Southampton, MA, US
- LinkedIn followers
- 500 followers
About Craig Birchenough
NATIONAL INSTITUTE OF PENSION ADMINISTRATORS Accredited Pension Administrator
Experience
Plan Document Consultant
Nov 2022 — Present
Sr. Analyst Plan Document Transition Consultant: Aligned with PEO market’s largest client(s): • Review plan provisions to ensure the accurate restatement of retirement plan documents for new and/or existing clients • Serves as a resource for internal/external customers and partners for legal/regulatory matters for Empower\'s retirement plan documents • Negotiate appropriate changes with client and/or client’s legal counsel and ensure proper execution of final documents and/or amendments for plan design changes • Reviews plan provisions which may include complex plan design consultation with plan sponsors and financial advisors to ensure accurate restatement and/or changes of retirement plan documents • May provide strategic plan document reviews associated with cyclical restatements across IRS codes • Conducts quality assurance reviews on retirement plan documents ensuring that all plan document requests are processed according to the company\'s and the plan sponsor\'s standards • Provide protected benefit reviews and provide options within the operation of the document in conjunction with understanding the regulations for Define Contribution Plans • Act as the liaison to prepare new plan documents by reviewing client\'s current plan documents, consult with the client and the client’s advisor as necessary, completing transfer checklists, and clarifying amendments • Provide comparison reviews for plan mergers and review of protected benefits • Act as subject matter expert for document-related enhancement projects • Perform plan document reviews for prospective clients to verify product compatibility • Assist with training and mentoring of new hires and provide manager with progress feed-back • Assist with reviewing department procedures, communication literature, and best practices to ensure compliance with service standards • Train off-shore staff on processing of executed plan documentation (i.e. amendments) and system update requests. Mentor and assign daily work.
Education
American International College
BSBA, Business Administration / Economics
1987 — 1991
Andrew Jackson University
MBA (Online), Strategic Leadership
2009 — 2010
Louisiana State University in Shreveport
MBA (PT)
1993 — 1994
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