As an Implementation Consultant, Stacey is an integral part of a systems team that is responsible for the fund changes for the DC Practice. She monitors and supervises this critical plan activity that impacts the majority of our clients at least annually and can involve millions of dollars in transactions. She also works on keeping the system updated when plans revise their provisions or make other plan level changes that impact the ongoing administration.
Stacey has valuable experience in our environment, including but not limited to setting up trust agreements, coordinating data and asset transfers, testing and loading data, evaluating payroll data, and setting up and reviewing new plans. She was instrumental in the system transition from an in-house recordkeeping system to OMNI platform. Stacey is also experienced in trust accounting and the transactional administration of defined contribution plans that have multiple contribution sources, participant direction of investments, salary deferral provisions, and employer stock, having worked as a processor and as a processing team leader. She has worked with staff in training new employees and developing procedures.
Professional Designations
Education
