Brandon Check

Brandon Check has worked in the retirement and savings industry since 2007. From 2007 to 2012, they worked at Pension Specialists, Inc. in two roles: Participant Services Specialist and Account Service Representative. At Pension Specialists, Inc., Brandon was responsible for accurately processing documentation for employee distribution and loan requests, responding to employee customer service emails, addressing inbound phone calls about distributions, loans and website navigation, researching and implementing distribution procedure for non-resident aliens, addressing audit requests, and assisting in preparation of 401k(k)-related tax forms and compliance testing.

In 2012, Brandon moved to Verisight, Inc. (formerly Pension Specialists, Inc.) as Team Lead - Participant Services. In this role, they led the Customer Service Department, which fielded 6,500 inbound calls and 1,300 participant emails per month plus other key projects. Brandon also coached team members on maximizing work performance and professional development during weekly meetings.

In 2014, Brandon joined Ubiquity Retirement + Savings as Lead Designer. Here, they partnered closely with stakeholders to develop features and products that stayed within roadmap scope and accomplished customer and business goals. Brandon also created detailed design requirements documents for software engineers satisfying compliance, UX, and budgetary requirements. Brandon then moved to Quality Assurance Analyst, where they created detailed testing scenarios for new software development based off of stakeholder feedback, existing system functionality as well as industry knowledge. Brandon also gained in-depth knowledge of technical aspects of system software by reviewing existing system documentation, past Jira tickets, and exploratory testing in development environment. Brandon then performed manual system regression testing on various aspects of system functionality prior to software version releases. Finally, they moved to Client Success Specialist, where they were a member of a specialized team that serviced top tier business partners. Brandon provided training for internal users when new features were deployed along with consultation when internal user processes were impacted. Brandon also created departmental Standard Operating Procedures and co-led an interdepartmental committee tasked with streamlining procedures and communication between teams company-wide. Lastly, they were a Saver Success Specialist, where they performed detailed research into participant operational and compliance-level questions including coordination and follow-up with multiple internal teams. Brandon also provided educational information about investment vehicles, tax implications of 401k contributions/distributions and provided assistance with website navigation. Brandon also helped formalize departmental procedures and internal knowledgebase and successfully referred two hard-working former coworkers that quickly became high performers.

Brandon Check began their educational journey at Grossmont College in 2002, where they obtained a Transfer degree in Transfer. Brandon then went on to attend the University of California, Davis from 2005 to 2007, graduating with a Bachelor of Arts (B.A.) in Economics.