Kadedra Warren-Jones

NFP, an Aon company

Warrington

05.1999 - 04.2025

Performed testing of internal controls over financial reporting as they relate to retirement plan administration.
Assisted in preparing annual Form 5500 filings for retirement plans.
Reviewed customer service calls received from employees enrolled in the company's retirement plan program.
Managed relationships with third party administrators providing services to client sponsored plans.
Monitored changes in laws affecting employer sponsored qualified retirement plans.
Created detailed audit work papers for review by external auditors.
Resolved participant inquiries related to eligibility, vesting, contributions, distributions, loans and other benefits issues.
Worked closely with legal counsel to ensure compliance with state and federal laws governing employee benefit programs.
Maintained knowledge of current industry trends related to 401, 403, 457 and defined benefit pension plans.
Conducted employee meetings to educate staff on retirement plans.
Evaluated requests from participants regarding hardship withdrawals or loan repayment terms modifications.
Advised clients on topics such as contribution limits, nondiscrimination testing rules, IRS requirements and fiduciary responsibilities.
Reviewed and analyzed retirement plan documents for accuracy and compliance with applicable regulations.
Collaborated closely with team members to achieve project objectives and meet deadlines.

Summary