sandeep mahar

I’m a motivated, detail-oriented professional with proven experience in 401k & benefits administration. I bring a strong audit and compliance focus, consistently ensuring high accuracy, efficiency, and timely delivery of assignments.

As an Executive at TheRetirementPlanCompany, LLC, I administer retirement plans for multiple U.S.-based client portfolios while ensuring strict compliance with IRS. I manage daily client data entries and execute month-end reconciliation to maintain accurate, consistent records, and I collaborate with internal teams and external clients to resolve complex plan discrepancies.

I also process and review benefit claims, prioritize timely resolution, and verify employee and dependent documentation to determine eligibility for health and welfare benefits in full compliance with plan rules. I consistently follow standard operating procedures (SOPs) to deliver quality work, and earlier I supported mutual fund customers by assisting with KYC verification and achieving sales targets through lead generation and client engagement.