ERNEST LEWIS
1111 Windemere Ct* Ft. Washington, MD* 20744
405 924-4627* Ernest.lewis1@gmail.com
PROFESSIONAL EXPERIENCE
Enterprise Iron (Off-site location.), 11/07-6/08
Business Analyst / Omni plus consultant
TIAA-CREF, Charlotte, NC (Sungard PVG Project), 11/07-5/08.
-Investigate documentation and other employee’s notes to determine if account
history has been accuracy posted to participants account. If history is
inaccurate, research and determine what caused the Discrepancy and determine the
best plan of action.
-Process adjustments on invalid investments, negative accumulations, defaulted
loans
and annuity payments on Omni Plus.
-Assist employees on their processing procedures and make recommendations on
improving processing techniques.
ICMARC Washington, DC 4/07-11/07
Distribution Associate II
-Research and review distributions for 457,401(a), and 401(k) Plans. Analyze
retirement plan disbursement rules and apply them to the various withdrawal types
in order to validate disbursement request will be processed correctly on
Omni-Plus.
-Review and calculate benefits projections, payment methods, educate clients and
plan
participants with regard to case-by-case application of plan disbursement rules
and
procedures.
-Quality assurance on processed distribution requested by other co-workers, to
reduce
distribution errors on Omni-Pay .
National Rural And Electric Cooperative Association Arlington, VA 2/06-4/07
Senior 401(K) Recordkeeping Coordinator
-Process loan repayment, contributions and external rollovers using a 3-day
good order investment policy. Process adjustments for loan repayments and
contributions to correct participant’s records to avoid inaccurate earnings.
-Use Cash Reconciliation system to track and compare amounts posted on
Omni-Plus.
ensure un-posted items are kept at a minimum and refund ineligible money.
-Provide customer service to membership relating to 401(K) loan repayment and
contribution
process and procedures.
National Automobile Dealers Association Mclean, VA 11/03- 2/06
Retirement Plan Information specialist
-Respond to inquires from member dealers with regards to all areas
of plan
administration, follow up with written correspondence and return calls
-Assist Plan Administrators in reviewing and completing their compliance
preparation and testing forms on
and comparing plan data on Omni-plus and documents on Power-Image.
-Stay abreast of ERISA and DOL regulations to adequately apply them when
processing and to
communicate their impacts of the membership and other internal staff..
Educators’ Pension Services Oklahoma City, OK 10/02-4/03
Account Executive
-Establish and maintain client and prospect contact with employees
of
non-profit organizations
-Arrange meetings with clients or group presentations to educate
and enroll them in the 403(b)
plan.
EDUCATION
The University of Oklahoma Norman, OK
-Bachelor of Business Administration, Marketing, 5/03
American society of Pension Actuaries (ASPPA)
-PA-1 Annual Administrative Cycle, PA-2 Events Processing,
PA-3 Daily Valuation
Sungard Omni University
-Omni Define Contributions Base System, Omni Administrator Web, Omni
Define
Contributions Overview, Omni-Station Navigation, Omni Define
Contributions Accounting,
Omni Scripting Functions – BARUN, Omni Compliance Testing
(Compensation, Contribution
ADP/ACP Testing and Corrections, Contributions Limit Testing, Top
Heavy Testing).
STRENGTHS
-Experienced in All Microsoft office applications and
PeopleSoft
-Experienced in Sungard’s OmniPlan, OmniPay and OmniPlus and
Power – image.
-Organized and efficient to handle any task required or assigned.
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