Karthikeyan Ponnusamy
US Retirement Process - 401(K)
- Role
- Analyst at Congruent Solutions
- Location
- Erode, IN
- LinkedIn followers
- 500 followers
About Karthikeyan Ponnusamy
American Pension 401(K) • Retirement and Payroll Process • KYC…
Experience
Analyst
Oct 2016 — Present · Chennai, IN
Compiled a daily status Excel spreadsheet used to analyze and report current workflow levels within the Retirement department. Information was used to monitor efficiency, assist manager in assigning priorities, directing team mates, and expediting work flow.• Maintained a Retirement email box, utilized by various departments throughout the company for customer escalations; researched and resolved inquiries within three hours of receiving requests. Functioned as a system and process subject matter expert.• Initiated routine participant including loans, allocations, withdraws and terminations.• Enroll Customers into 401k plans• Educate team mates on all of their options regarding their 401k• Issue 401k loans, in services withdrawals, hardship withdrawals, and final withdrawals.• Also worked on penalties and taxes that may apply.• Communicated with managers and supervisors regarding files and Quality• Trained new associates and provided guidance and support on all aspects of the Retirement department• Consistently met or exceeded quality and productivity goals, while in compliance with government regulations and company policies
Education
Sri Vasavi College
Bachelor of Business Administration - BBA
2009 — 2012
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