COLLEEN SCHLOSSER

2009 Nelson Ave, Redondo Beach, CA 90278

(310) 374-6398 (home) - (310) 365-1266(cell)
cs40c646@westpost.net

Career Objective:
To obtain a technical position in the financial services industry that will
allow me to
use my extensive knowledge of executive benefits, retirement plans and
customer relations that I have gained over the course of my career.
Summary of Qualifications:
* Strong verbal and written communication skills.
* Extensive knowledge of all aspects of 401(k) plan administration.
* Comprehensive understanding of ERISA defined contribution plans.
* Ability to establish and maintain strong and productive client relationships.
* Productive and efficient work habits.
* Strong analytic and planning skills.
* Proficient computer skills (Microsoft Word & Excel)

Professional Experience:
* Solid background in administration with over twenty five years experience in t
he field.
* Helped to establish, streamline and implement administrative policies and proc
edures for two start-up Administrative firms.
* Worked with clients at their offices to explain their new benefit program and
to enroll new participants.
* Trained, mentored and evaluated new employees.
* Handled several large complex projects.

Work History:
Actuarial Benefits Corporation 09/1999-0
3/2010
Torrance, CA 90505
Senior Plan Administrator
* Handled all aspects of defined contribution 401(k) plan administration for app
roximately
75 clients, including trust reconciliation, plan design, compliance testing, sig
nature ready 5500 forms and coordination with auditors for review of plans with
over 100 participants.
* Assisted fellow plan administrators to help them efficiently and effectively p
erform their jobs.
(1)
* Monitored and submitted daily work time logs to assist in client billing.
* Conducted enrollment and plan-introduction meetings with participants.
* Worked with Client's Plan Administrator to resolve issues.
* Received several annual performance-based bonuses for outstanding service.
* Received many letters over the years from clients expressing appreciation for
the excellent support they had received from me.
Actuarial Consultants, Inc. 06/1983 - 09/1999
Torrance, CA 90505
Plan Administrator

* Performed all functions of plan administration including trust reconciliation,

compliance testing, and signature ready 5500 forms for approximately 80 mostly
smaller clients (100 participants or less).
* Worked with both defined contribution and, to a lesser extent, defined benefit
plans.
* Assisted management in preparation of relevant materials for client meetings.
* Dealt directly with clients to resolve any problems.
Calsurance, Inc. 05/1981 - 06/1983
Torrance, CA 90505
Plan Administrator

* Performed all duties and functions pertaining to plan administration for small
sized plans.
* Worked with both defined benefit and defined contribution plans.
* Prepared client work packages under supervision of department actuaries.

Education:
University of Massachusetts, Amherst, MA Bachelor Degree in Psychology
Magna Cum Laude, Phi Beta Kappa
Phi Kappa Phi

Designations:
Qualified 401(k) Administrator (QKA)
Qualified Plan Administrator (QPA)
Member of ASPPA