Deeksha

Minimum Distribution Order (MDO) Team:

• To setup MDO payments for the participants age 73+.
• Setting up the RRMD (Recurring Required Minimum Distribution) for the participants.
• Year End projects handled for Onshore partners. As Part of this project, handled multiple reports to make sure no payment is stuck due to system glitch.
• Handling the responsibility for Daily task Allocations to the team.
• Working in the capacity of a Trainer for the Knowledge Transfer.
• Also taking the role of a Quality Reviewer for ensuring the 100% Quality.
• Taking care of the Daily Closing for the Aging Report review to ensure no participant requests are missed.

NIGO Outreach Team: ( Not in Good order)

• Sending the NIGO letters to the participant through the BOT platform.
• Reaching out to Institutes, Employers, CSM through E-mail.
• Ensuring the same day handling of the NIGO outreaches to avoid any delays or escalations.
• Prioritizing the Wealth Clients as they are High Risk.
• Handling Sensitive plan for UUA Client.

Lumpsum Team:

• Handling the retirement accounts of teachers, soldiers and employees of government organizations.
• Handling different plan types like 401(k), 403(b), 457(b), 401(a)
• Manage and prioritize our customers documents and transactions, coordinate communications, track and follow up on requests and identify those of importance and required immediate attention.
• Reaching out to Participants and Employers if the request is Not in Good Order (NIGO).

• Sorted and organized files, spreadsheets and reports.
• Entering all the data in Company's shared database accurately.