Mary Roberson

Experience

• 

  Internal Revenue Service

  Jan 1987 - Jul 1993

  Sr. Tax Examiner
• 

  Great American Life Insurance

  Jul 1993 - Jan 1997

  Account Analyst
• 

  Cintel, Inc.

  Jan 1997 - Nov 2000

  Office Manager
• 

  Transamerica Retirement Solutions

  Nov 2000 - Nov 2017

  o Direct daily team activities to complete assigned processing functions (termination distributions, hardship withdrawals, loans, etc.), with accountability to meet company objectives.o Resolve escalated issues in the absence of senior management.o Build positive proactive relationships with internal and external customers.o Continuously search for ways to improve effectiveness, efficiency, and “value added” for internal and external customers.o In collaboration with senior management, set team goals, objectives, and priorities in alignment with department goals.o Evaluate staff performance and complete appraisals. Coach and counsel team members individually and together toward improved performance. o During high volume periods, evaluate and execute processing tasks as needed. Show less o Direct daily team activities to complete assigned operations functions (enrollments, contributions, fund transfers, quarterly reports and participant statements), with accountability to meet company objectives.o Resolve escalated issues in the absence of senior management.o Build positive proactive relationships with internal and external customers.o Continuously search for ways to improve effectiveness, efficiency, and “value added” for internal and external customers.o In collaboration with senior management, set team goals, objectives, and priorities in alignment with department goals.o Evaluate staff performance and complete appraisals. Coach and counsel team members individually and together toward improved performance. o During high volume periods, evaluate and execute processing tasks as needed. Show less • Analyze and research census data provided by the client in preparation for compliance testing.• Perform compliance testing (ADP/ACP, 401(a)(4), 410(b), Benefits, Rights & Features, Top• Heavy), calculations of employer match and non-elective contributions, and applicable refunds. Monitor 402(g) and 415 limits and handle corrective measures.• Answer applicable questions from auditors and clients.• Provide communications and auditing packages to auditors and clients according to IRS regulations.• Analyze and research data to ensure proper completion of Form 5500 and applicable schedules.• Prepare forms following set deadlines and quality expectations. Show less

  • Assistant Manager of Processing

    Aug 2016 - Nov 2017

  • Assistant Manager of Operations

    Jul 2007 - Aug 2016

  • Compliance Manager

    Apr 2005 - Jul 2007

  • Account Manager

    Nov 2000 - Apr 2005
• 

  St Joseph Catholic Church Cincinnati

  Jan 2018 - now

  Business Manager