Vivek Patel
MBA finance | Reconciliation l Contribution l Compliance | Operations l Data Visualisation with Power Bi | Accounting | Finance | 401K Retrimennt plan
- Role
- Process Developer at Genpact
- Location
- Pune District, MH, IN
- LinkedIn followers
- 500 followers
About Vivek Patel
As a Production specialist at Wipro limited, I contribute to the process of corporate…
Experience
Process Developer
Apr 2024 — Present · Pune, IN
Duties and Responsibilities -1) Administers participant record keeping such as eligibility for participants, vesting updates, account balances, trust reconciliation, plan allocation, contribution calculation, plan terminations, Form 5500 filings and Compliance work for ADP/ACP, Top Heavy, 415, and 410b.2) Work on retirement plans such as 401(k), 403(b), 457, and stay updated on relevant regulations affecting the retirement business3) Maintain accurate contribution records for retirement participants 4) Ensure that retirement plans adhere to all regulatory requirements, including IRS regulations, ERISA guidelines, and plan documents / Custodial documents 5) Assist with investment management activities, such as fund transfer Facilitate participant loan requests, 6) Generate and distribute periodic statements, reports, and compliance filings as required & identify and address any compliance issues.
Education
Dr. A.P.J. Abdul Kalam Technical University
Master of Business Administration - MBA
2019 — 2021
Dr. Bhim Rao Ambedkar University, Agra
Bachelor of Business Administration - BBA
2015 — 2019
Indian Institute of Technology, Roorkee
Executive Post Graduate
2024 — 2024
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