Katie Hentrup

About Katie Hentrup

Over twenty years of substantial teaching, fintech, retail, project management, corporate…

Experience

1. Client Service Manager Ii

   ADP

   Sep 2023 — Present · Louisville, KY, US

   Proactively discuss and/or support products and services, and plan design with plan sponsors. Assist clients with requests for plan changes and ensure the necessary project plans are followed through to completion.Alerts management and other appropriate parties (ie. legal, financial advisor, alliance manger, other ADP business units, etc.) of critical client issues where appropriate.Maintain a basic understanding of the types of investments in each retirement plan and be a LIASON for client questions.Assess, recommend and/or create custom client and participant Education Program(S) and schedule participant education workshops with the plan sponsor.Request employee education workshops and literatureConduct and/or support in-person Annual Plan Reviews for all plans with assets greater than $10m.Conduct and/or support Annual Plan Reviews via conference call for plans under $10M or in person as necessary.Assist Sales in pre-sales meetings by attending in-person or via conference call as necessary.Communicate and/or support compliance testing results and recommend options to improve results (if necessary).Monitor plan documents for adherence to applicable rules and regulations.Assist and/or support clients in complying with year end requirements such as minimum distribution requirements, forfeiture reallocation, 5500 preparation and Audit Package preparation and reconciliation.Monitor profitability of clients and recommend appropriate revenue generating products and services.Proactively seek out and/or support additional revenue opportunities such as M&A activity or payroll additions.Provides mentoring & constructive feedback to new associates on a consistent basis.Effectively handles escalated calls.Assists in phone monitoring duties.Proactively assists with critical clients.Coordinates and peer reviews plan changes and acquisitions.Keeps management abreast of any trends visible through all client interactions, operational data and clarify cases.