Animesh Modi

Managed end-to-end defined contribution (DC) plan administration for 401(k) and 403(b) clients, overseeing contribution processing, forfeiture management, and loan management. • Ensured accurate and timely processing of inbound and outbound financial data files, maintaining 100% SLA compliance while identifying and resolving fund discrepancies in coordination with clients and payroll providers. • Collaborated with the BI team to develop a Power BI dashboard for monitoring daily forfeiture cases, enabling real- time operational reporting and enhancing management visibility into plan activity and compliance status. • Conducted monthly client review meetings to evaluate data accuracy, service performance, and process improvement opportunities.