Paula Eannetta

Background

About Paula Eannetta

As a Plan Administrator at Metro Benefits (a TPA firm), I assist and manage a caseload of companies’ 401(k) plans. This involves (but is not limited to): plan design and the creation of various plan documents, monitoring compliance with plan rules and federal regulations, discrimination testing and audit support, compliance filing (IRS Form 5500, Safe Harbor notices, Form 1099-R and SSA Form 8955), the generation of annual participant census, day-to-day communication with clients, participants, record-keepers, and colleagues, as well as the processing and completion of various forms and logs. My primary duties include “behind the scenes” plan work, such as asset reconciliations and trust accounting to ensure accuracy on all fronts before subsequently putting together clients’ year end retirement packages. To be successful in this role, I utilize MS Office, Datair, Pension Reporter, Pension Pro, and FT Williams software on a daily basis. I also have experience with Relius. I have been trained in my current role since November of 2022. I started my training first with a smaller TPA firm learning the basics and familiarizing myself with the many different record-keepers. My role there was limited to the processing and approval of distributions, loans, and force-outs. Exactly one year later, the current President of Metro Benefits came across my credentials, saw my potential, and offered me the training and mentorship necessary to nurture my professional growth. Before entering my current field, I worked at Fisher Investments as an Annuity (Investment) Counselor, and prior to that I educated and sold annuities to educators in my area. To summarize: I have a strong background in retirement planning and solutions, with a FL 2-14 Life Insurance and Annuities License and a Series 65 Securities License (expired). I also have a Bachelor of Science in Environmental Science & Policy from University of South Florida. I am process-driven and detail-oriented with strong analytical skills, and always eager to learn new concepts.