Emily Nunez

Operations Associate

Jacksonville, Florida, United States8 yrs 4 mos experience

Key Highlights

Led design and compliance for $5B+ 401(k) plans.
Expertise in retirement plan management and ERISA compliance.
Collaborated on M&A activities to align benefits strategies.

Stackforce AI infers this person is a Benefits Management expert in the Fintech industry.

Contact

emily.g.nunez@gmail.com LinkedIn

Skills

Core Skills

Benefits ManagementRetirement Plan ConsultingCompliance ManagementPension AdministrationClient Relationship ManagementClient Services ManagementBenefits Administration

Other Skills

Benefits BenchmarkingMergers & Acquisitions (M&A)Compliance Regulations401(k) Retirement Savings PlansPension Distribution ManagementPivot TablesWorkdayNew Comparability Plan DesignInvestment Menu ConstructionRetiree Life Event ManagementMinimum Funding RequirementsParticipant trackingPension Benefit Guaranty Corporation (PBGC)Retiree PayrollIRS/DOL Voluntary Correction Programs

About

As Senior Benefits Manager at FIS, I oversee the design, communication, and compliance of U.S. and Puerto Rico 401(k) plans with $5B+ in assets, serving 20,000 participants. Collaborating with cross-functional teams, I contribute to benefits governance and retirement plan M&A activities, ensuring alignment with organizational goals. My educational foundation includes an MBA from the University of Florida and a BS in Business Administration from Auburn University. With a CEBS certification and expertise in retirement plan management, I am focused on empowering individuals and organizations through effective benefits strategies and financial well-being initiatives. To contact me, please email Emily.G.Nunez@gmail.com

Experience

8 yrs 4 mos

Total Experience

2 yrs 4 mos

Average Tenure

1 yr 3 mos

Current Experience

Fis

Senior Benefits Manager-401k

Feb 2025 – Present · 1 yr 3 mos · Jacksonville, FL · Hybrid

Responsible for the design, communication, administration, and legal compliance of the FIS and Puerto Rico 401(k) plans. The value of programs in scope: $5B+in assets with 20,000 participants.
Managed and administered Group Plan committee meetings to include developing agenda items and presenting during meetings.
Partnered with U.S/OUS Benefits Directors and Legal teams on M&A activities, focusing on benefits comparison and analysis, retirement plan M&A activities.

Benefits BenchmarkingMergers & Acquisitions (M&A)Benefits ManagementRetirement Plan Consulting

Retirement learning center

Senior ERISA Consultant

Jan 2024 – Feb 2025 · 1 yr 1 mo · Remote

Provide ERISA and retirement plan expertise to financial professionals, helping them advise their clients on retirement and wealth management strategies. Translate complex rules into actionable ideas, offer guidance on plan design and administration, and assist with business growth by identifying sales opportunities and providing educational resources. Technical guidance offered on IRAs, qualified plans (401(k), 403(b), etc) non qualified plans, and social security.

Compliance Regulations401(k) Retirement Savings PlansRetirement Plan ConsultingCompliance Management

October three consulting

Retirement Plan Manager

Sep 2022 – Jan 2024 · 1 yr 4 mos · Florida, United States · On-site

Served as the primary day to day client contact for specific client sponsored pension plans. Ensured seamless day to day operations and timely delivery of administrative processing events. Responded promptly, thoughtfully, and effectively to changing work environments, changing priorities, and new situations. Communicated effectively and appropriately with clients, pension plan participants, internal resources, and third parties across multiple offices and virtual working environments. This was a fast paced entrepreneurial environment where results orientation was key.

Pension Distribution ManagementCompliance RegulationsPension AdministrationClient Relationship Management