Experience

Associated Pension Consultants, Inc.

• United States
• Financial Services
• 1 - 100 Employee

• Supervisor / Manager

  • Aug 2007 - Present

  Melville, New York, United States - Supervise a staff of 30+ terrific employees - Handle Compliance Questions and Issues - Create and maintain company systems - point on system and business related questions - Create company forms, notices and company correspondence with clients including newsletters, questionnaires and news updates. - Responsible for hiring new employees and evaluation of staff roles, responsibilities and performance. - Handle All Internal Revenue Service Audits (Enrolled Retirement Plan Agent -… Show more - Supervise a staff of 30+ terrific employees - Handle Compliance Questions and Issues - Create and maintain company systems - point on system and business related questions - Create company forms, notices and company correspondence with clients including newsletters, questionnaires and news updates. - Responsible for hiring new employees and evaluation of staff roles, responsibilities and performance. - Handle All Internal Revenue Service Audits (Enrolled Retirement Plan Agent - ERPA)

• Manager, Defined Contribution Plan Administration

  • Oct 2015 - Present

  As a manager, I help get people what they need, when they need it, to be successful. I care about the people I work with and for, and give my best to them every day. I want people to become the strongest versions of themselves as possible, and try to live to that standard as well.

• Enrolled Retirement Plan Agent (ERPA)

  • Aug 2007 - Oct 2015

  SYOSSET, NY Contribution Calculations, IRS Testing and Compliance, Form 5500 Preparation; REPRESENT ALL CLIENTS UNDER IRS AUDIT.



Improved Funding Techniques

• DC Pension Administrator

  • Apr 2004 - Aug 2007

  Lynbrook, NY



Eugene Schloss & Co

• United States
• Consumer Services

• Pension Specialist

  • Feb 2000 - Jul 2004

  Westbury, NY Entry Level Start to Handling 100 clients within 1 1/2 years.