Eilynn Dixon
Chicago
Summary
Accomplished professional with over 25 years of experience in the retirement industry, specializing in enhancing retirement plan strategies and operational effectiveness through collaboration with advisors, plan sponsors, and third-party administrators. Expertise includes plan design, relationship management, implementation, compliance alignment, and process optimization, enabling firms to navigate complexities while achieving improved outcomes at the plan level. A strategic thinker with extensive hands-on industry knowledge, capable of translating intricate regulatory and operational details into clear, actionable guidance. Recognized for fostering collaborative team dynamics and demonstrating adaptability in fast-paced environments, consistently delivering results with precision and reliability.
Overview
22
22
years of professional experience
1
1
Certification
Work History
Implementation Manager
PCS Retirement
Philadelphia, PA - Remote
08.2021 - Current
- Set up new plans, accounts and products on the recordkeeping platform as well as facilitating setup at our trading partner and internal trust department based on needed data points.
- Coordinate conversions with outside parties including but not limited to prior recordkeepers, custodians, fund families, advisors and TPA’s as well as internal coordination/hand off as plans/accounts go live.
- Perform all aspects of conversion/implementation process including establishing timelines, communications data load, and investment related activities following agreed upon methodologies.
- Create and maintain procedures for conversion/plan setup processes
- Coordinated cross-functional teams to ensure seamless project execution and adherence to timelines.
- Educated clients on retirement benefits, enhancing understanding and engagement with their plans.
Implementation Consultant
Empower Retirement
Denver CO - Remote
08.2019 - 08.2021
- Facilitated seamless integration of retirement plans for new clients onto Empower's recordkeeping platform to enhance operational efficiency.
- Facilitated weekly conference calls to enhance collaboration between client contacts and internal departments on project management initiatives.
- Delivered comprehensive information to clients regarding service agreements and product features to enhance understanding.
- Maintain established internal deadlines and timelines
- Ensure a seamless handoff to the ongoing, internal client service team
Implementation Consultant
AIG
Houston, Texas
11.2017 - 08.2019
- Project management of all elements of implementation events for 401k, 403b and 457 defined contribution and pension plans. Lead all tasks that include scope analysis and coordination with multiple internal and external parties.
- Led implementation of retirement plan solutions, enhancing client satisfaction and operational efficiency.
- Managed stakeholder communications to ensure alignment and transparency throughout the transition process.
- Monitored progress of ongoing transitions, identifying potential bottlenecks and implementing solutions to maintain project timelines.
Sr. Client Executive
Transamerica Retirement Solutions
Cedar Rapids, Iowa (Hybrid)
06.2015 - 11.2017
- Cultivated and maintained strong client relationships to ensure satisfaction and retention while optimizing profitability of retirement 401(k) plans valued between $4M and $50M.
- Conducted comprehensive reviews of client portfolios to ensure optimal asset allocation for risk tolerance and growth potential.
- Spearheaded development of new tools and resources in partnership with internal teams to optimize client support for retirement planning.
- Established strong rapport with clients through regular communication and follow-ups, fostering long-term relationships.
- Travel 25-40% same day and overnight
Sr Engineering Project Manager
Rockwell Collins
Cedar Rapids, IA
09.2010 - 05.2015
- Oversaw avionics engineering projects, coordinating efforts of 15 engineers in US, Brazil, and India. Directed compliance with US export laws and classifications for international avionics equipment shipments.
- Communicated schedule scope analysis and deadlines daily to support adherence to software updates for avionics equipment.
- Achieved timely project delivery through effective coordination of engineering support activities. Enhanced project efficiency by streamlining communication processes among team members. Contributed to successful project outcomes by proactively addressing potential challenges and facilitating solutions.
Retirement Program Specialist
Transamerica Retirement Solutions
Cedar Rapids, IA
05.2004 - 07.2007
- Review and interpret retirement plan documents for accuracy and adherence to regulations.
- Collaborate with cross-functional teams to enhance plan offerings and participant engagement.
- Developed strong relationships with clients, fostering trust through consistent communication and expert advice.
- Educated clients on investment strategies and portfolio diversification, empowering them to make informed decisions regarding their retirement savings.
- Implement process improvements to streamline retirement plan administration workflows.
Education
Bachelor's Degree, Cum Laude -
Mount Mercy College
01.2014
Associates - Business Administration
Kirkwood Community College
01.2012
Skills
- Client Services
- ERISA compliance
- Recordkeeping management
- Retirement readiness
- Retirement plan design
- Client relationship building
- Problem-solving
- Critical thinking
- Project management
- Teamwork and collaboration
- Plan administration
Certification
Prosci Change Management Certification
Timeline
Implementation Manager
PCS Retirement
08.2021 - Current
Implementation Consultant
Empower Retirement
08.2019 - 08.2021
Implementation Consultant
AIG
11.2017 - 08.2019
Sr. Client Executive
Transamerica Retirement Solutions
06.2015 - 11.2017
Sr Engineering Project Manager
Rockwell Collins
09.2010 - 05.2015
Retirement Program Specialist
Transamerica Retirement Solutions
05.2004 - 07.2007
Associates - Business Administration
Kirkwood Community College
Bachelor's Degree, Cum Laude -
Mount Mercy College