adam chrestenson

operations manager

About

Experienced Senior Pension Administrator with a demonstrated history of working in the retirement industry. Skilled in Business Planning, Account Reconciliation, Retirement Planning, and Workflow Management. Strong finance professional with a Bachelor of Arts focused in Mathematics and Business Administration from Augustana College. A team player focused on the goal.

Country

united states

City

mundelein

Industry

financial services

Skill

employee benefits, retirement planning, retirement, customer service, business planning, microsoft office, 401k, valuation, management, account reconciliation, access, compliance testing, plan conversions, research, microsoft excel, crystal reports, staff development, leadership, plan document drafting and review, plan design, strategic planning, multiple employer arrangments, business process development, workflow management, retirement benefits, defined contribution, internal audit, external audit, strateg

Experience

operations manager

alliance pension consultants, llc

2014-1 - Present · 12 yrs 9 mos

In addition a role as Administrator on 15 retirement plans, training newer employees in their roles and assisting with senior level review, I also work to improve our process and our people as Operation Manager by providing strategic input to upper management and contributing to the development of future operational success.

pension adminstrator

alliance pension consultants, llc

2012-5 - Present · 14 yrs 5 mos

Daily administration of 40 plans including main ongoing administation, Sponsor contact and monitoring of payroll contributions and distributions. Annual compliance testing and contribution allocations (including cross testing), 5500 and asset reconciliation, and plan design. Experience with Relius Administration, Relius Documents, and Relius government forms. Planning Committee member, individual project leader, acting Administrator Team Coordinator and ongoing associate mentoring.

employee benefits associate

trust company of illinois

2010-11 - 2012-5 · 1 yr 7 mos

At TCI I handle all aspects of retirement plan administration including contribution, distribution and loan processing, fund trading, system administration, quarterly statements, annual valuation and testing, and ongoing system and process improvement. Developed and implemented an Access database to handle valuation tracking and compliance results summary.

plan services associate

alliance benefit group - illinois

2005-12 - 2010-12 · 5 yrs 1 mo

Main contact for 16 accounts in addition to Research on current DOL and IRS regulations in regards to retirement program testing and government form filing. Perform retirement plan testing, analysis and filing along with studying to become a Certified Pension Consultant (CPC).