Sara Appleby

Retirement Plans Manager @Day & Zimmermann

Managed administration of qualified retirement plans for union and non-union employees, ensuring compliance with plan documents and IRS and ERISA regulations, along with timely completion of nondiscrimination testing and filing of Forms 5500- Managed administration and annual enrollment for non-qualified executive deferred compensation plan- Managed external vendor relationships and payments for multiple third-party administrators and other service providers, including ERISA attorneys, actuaries, investment advisors, and auditors- Provided recommendations based on market research, data analysis, and cost projections to support mergers/acquisitions, labor relations activities, and other business needs across multiple areas- Successfully led high-visibility projects including 401(k) plan merger, 401(k) recordkeeper conversion, pension lump sum window.