Sonia Fields
Pension Administrator at TPA | McKinney, Texas, United States
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Sonia M. Fields is a seasoned Pension Administrator at TPA, bringing over 25 years of dedicated experience in the retirement plan industry. Her extensive background encompasses a wide array of responsibilities, including annual valuations, eligibility and vesting determinations, and trust asset reconciliations. Sonia's expertise in contribution calculations and non-discrimination testing ensures that her clients remain compliant with regulatory requirements while optimizing their retirement plans. She is particularly adept at preparing Form 5500 and managing Required Minimum Distributions (RMDs) and Form 1099-R, which are critical for maintaining the integrity of retirement accounts.
At TPA, Sonia leads a dynamic team, leveraging her supervisory skills to foster a collaborative environment that prioritizes client satisfaction. Her passion for research and education shines through as she presents tailored solutions to clients, helping them navigate complex retirement plan concepts with ease. Sonia is committed to continuous improvement and regularly engages in consultations regarding plan amendments and annual testing results, ensuring that her clients are well-informed and equipped to make strategic decisions.
Proficient in industry-standard software such as Datair, Relius, ASC, and Pension Pro, Sonia utilizes these tools to streamline processes and enhance accuracy in her work. Her strong analytical skills, combined with her ability to communicate effectively with clients, make her an invaluable asset in the retirement plan consulting space. Whether she is leading a team meeting or conducting a client presentation, Sonia's enthusiasm for the industry and her commitment to excellence are evident, solidifying her reputation as a trusted advisor in the pension administration field.
Pension Administrator at TPA in January 1996 to Present
Mathematics Teacher at Caddo Parish Schools in August 1995 to July 1996
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Centenary College of Louisiana, Bachelor of Arts - BA
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Team Management
K-12 Education
Quality Control Reporting
Client Development
Compliance Regulations
Training Delivery
Written Communication
Manager
Supervisory Skills
Staff Training
Time Management
Business Process Management
Analytical Skills
Soft Skills
Collaborative Problem Solving
Customer Service Operations
Client Relations
Organization Skills
Parent-Teacher Communication
Secondary Education
Student Development
1099-R
Administrative Assistance
Assessment
Corporate Training
Coaching
Communication
Client Presentation
English
Interpersonal Skills
Lesson Planning
Mathematics
Mathematics Education
Profit Sharing
Qualified Teacher
Retirement Benefits
Teaching
Data Entry
Presentation Skills
Attention to Detail
Qualified 401(k) Administrator
QKA
Valuation
Quality Control
Process Improvement Projects
Customer Service Training
Project Management
Problem Solving
Research Skills
Employee Training
Customer Support
Presentations
Microsoft PowerPoint
Team Leadership
Trust Accounting
Form 5500 preparation
IRS
DOL
Census
Client Services
Customer Service Management
Spreadsheets
Compliance Testing
Defined Contribution Plans
Employee Benefits
Benefits Administration
Pension Administration
Form 5500
QDRO's
ASC
Datair
Microsoft Word
Microsoft Excel
Microsoft Outlook
John Hancock Plans
Mass Mutual Plans
Great West Plans
Participant Loans
Participant Withdrawals
Virtual Employment
Pensions
Retirement
401k
Defined Contribution
Outlook
Pension Funds
Teamwork
Microsoft Office
401(k) Retirement Savings Plans
Leadership
Public Speaking
Management
Customer Service
Financial Services
Training
Retirement Planning
Retirement Plan Consulting
ERISA
Qualified Retirement Plans
Research
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Discover more about TPAWhat is Sonia M Fields email address?
Email Sonia M Fields at [email protected] and [email protected]. This email is the most updated Sonia M Fields's email found in 2026.
How to contact Sonia M Fields?
To contact Sonia M Fields send an email to [email protected] or [email protected]. (updated on August 25, 2024)
What company does Sonia Fields work for?
Sonia Fields works for TPA
What is Sonia Fields's role at TPA?
Sonia Fields is Pension Administrator
What is Sonia Fields's Phone Number?
Sonia Fields's phone (214) ***-*425
What industry does Sonia Fields work in?
Sonia Fields works in the Education Management industry.
Sonia Fields Email Addresses
Sonia Fields Phone Numbers
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