Lokesh Velicheti

Total Rewards
700000
January 20, 1994

About Candidate

Location

Education

B
B Com 2015
Computers

Work & Experience

4
401k Analyst September 14, 2015 - August 31, 2022
Tata Consultancy Services

➢ Dealt with 401k and individual Retirement accounts under the policy enquiry team. ➢ Assisting US clients by servicing their 401k Retirement accounts. ➢ Providing the details which are requested by IFA’s on behalf of clients on their policies. ➢ Accurately process client request on multiple retirement plans (IRA’s, Qualified and non qualified plans). ➢ Dealt with different types of contributions like Roth, Pretax, After tax, Catch up, and employer contributions. ➢ Worked as quality checker to approve/Reject the processed transaction. ➢ Dealt with 401k and individual Retirement accounts under the policy enquiry team. ➢ Assisting US clients by servicing their 401k Retirement accounts. ➢ Providing the details which are requested by IFA’s on behalf of clients on their policies. ➢ Accurately process client request on multiple retirement plans (IRA’s, Qualified and non qualified plans). ➢ Dealt with different types of contributions like Roth, Pretax, After tax, Catch up, and employer contributions. ➢ Worked as quality checker to approve/Reject the processed transaction. ➢ Dealt with 401k and individual Retirement accounts under the policy enquiry team. ➢ Assisting US clients by servicing their 401k Retirement accounts. ➢ Providing the details which are requested by IFA’s on behalf of clients on their policies. ➢ Accurately process client request on multiple retirement plans (IRA’s, Qualified and non qualified plans). ➢ Dealt with different types of contributions like Roth, Pretax, After tax, Catch up, and employer contributions. ➢ Worked as quality checker to approve/Reject the processed transaction.

T
Total Rewards
Legato Health Tech

➢ Providing root cause analysis of data issues involving member related inquiries.. ➢ Assist in development and maintenance of training manuals. ➢ Develop strong working knowledge of provider policies for multiple states. ➢ Enrollment and Maintenance of the member’s information following the group and state wise guidelines. ➢ Communicating with clients for additional or missing information to maintain the accurate and complete records of the members. ➢ Assisting with developments/changes to increase quality and production. ➢ Dealt with 401k and individual Retirement accounts under the policy enquiry team. ➢ Assisting US clients by servicing their 401k Retirement accounts. ➢ Providing the details which are requested by IFA’s on behalf of clients on their policies. ➢ Accurately process client request on multiple retirement plans (IRA’s, Qualified and non qualified plans). ➢ Dealt with different types of contributions like Roth, Pretax, After tax, Catch up, and employer contributions. ➢ Worked as quality checker to approve/Reject the processed transaction. ➢ Dealt with 401k and individual Retirement accounts under the policy enquiry team. ➢ Assisting US clients by servicing their 401k Retirement accounts. ➢ Providing the details which are requested by IFA’s on behalf of clients on their policies. ➢ Accurately process client request on multiple retirement plans (IRA’s, Qualified and non qualified plans). ➢ Dealt with different types of contributions like Roth, Pretax, After tax, Catch up, and employer contributions. ➢ Worked as quality checker to approve/Reject the processed transaction.

T
Total Rewards
Walmart Globel Tech

➢ Providing root cause analysis of data issues involving member related inquiries.. ➢ Assist in development and maintenance of training manuals. ➢ Develop strong working knowledge of provider policies for multiple states. ➢ Enrollment and Maintenance of the member’s information following the group and state wise guidelines. ➢ Communicating with clients for additional or missing information to maintain the accurate and complete records of the members. ➢ Assisting with developments/changes to increase quality and production. ➢ Dealt with 401k and individual Retirement accounts under the policy enquiry team. ➢ Assisting US clients by servicing their 401k Retirement accounts. ➢ Providing the details which are requested by IFA’s on behalf of clients on their policies. ➢ Accurately process client request on multiple retirement plans (IRA’s, Qualified and non qualified plans). ➢ Dealt with different types of contributions like Roth, Pretax, After tax, Catch up, and employer contributions. ➢ Worked as quality checker to approve/Reject the processed transaction. ➢ Dealt with 401k and individual Retirement accounts under the policy enquiry team. ➢ Assisting US clients by servicing their 401k Retirement accounts. ➢ Providing the details which are requested by IFA’s on behalf of clients on their policies. ➢ Accurately process client request on multiple retirement plans (IRA’s, Qualified and non qualified plans). ➢ Dealt with different types of contributions like Roth, Pretax, After tax, Catch up, and employer contributions. ➢ Worked as quality checker to approve/Reject the processed transaction.

Skills

401K

Awards

A
ASPPA 2020

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