Allie Meyer
About Allie Meyer
Allie Meyer is a Retirement Processing Associate at Transamerica, where she has worked since 2014. She has a background in Human Services and has held various roles in management and advisory positions prior to her current role.
Work at Transamerica
Allie Meyer has been employed at Transamerica as a Retirement Processing Associate since 2014. In this role, she is responsible for processing participant and employer transactions, including cash withdrawals, loans, and contribution refunds. She works within the Employer Solutions & Pensions division, ensuring that all transactions are handled efficiently and accurately. Allie regularly exercises interpersonal communication skills to facilitate effective collaboration with colleagues and clients. She utilizes various software tools, including Microsoft Word, Excel, and specialized programs like Paris 2 and 3, to manage her tasks.
Previous Employment Experience
Prior to her current position at Transamerica, Allie Meyer held several roles in the retail and service sectors. She worked at Hy-Vee from 2005 to 2014, serving as Assistant Manager and Assistant Health Market Manager. Her responsibilities included overseeing operations and managing staff. Additionally, she worked as a Living Skills Advisor at Imagine the Possibilities Inc from 2009 to 2011. This role involved supporting individuals in developing essential life skills. Allie's diverse work experience has contributed to her strong communication and management abilities.
Education and Expertise
Allie Meyer pursued her education at multiple institutions. She studied at Indian Hills Community College, where she earned an Associate's degree from 2007 to 2009. She then attended William Penn University, obtaining a Bachelor's degree in Human Services from 2009 to 2011. Additionally, she has taken specialty classes focused on topics such as eligibility, hardships, pension, and 403(b) plans. This educational background, combined with her practical experience, has equipped her with the knowledge necessary for her role in retirement processing.
Technical Skills and Compliance
In her role at Transamerica, Allie Meyer conducts technical research and quality checks to ensure compliance with IRS regulatory guidelines. She is adept at using various software programs essential for her work, including Microsoft Word and Excel, as well as Paris 2 and 3 for communication and processing tasks. Her attention to detail and commitment to regulatory compliance are critical in maintaining the integrity of the retirement processing operations.