Ashley Heryla, QKA

Senior Retirement Plan Consultant at NWPS
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Contact Information
us****@****om
(386) 825-5501
Location
US
Skills

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5.0

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Catherine Saadat, CPA

Ashley provides retirement planning services to a client for which I provide a 401k audit. She is by far one of the best providers I have worked with- she is very responsive, diligent and friendly. I would recommend her and CDM to any client.

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Credentials

  • Qualified 401(k) Administrator (QKA)
    American Society of Pension Professionals & Actuaries
    Jan, 2012
    - Nov, 2024

Experience

  • NWPS
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Senior Retirement Plan Consultant
      • Jan 2016 - Present

      Single point of contact for multiple defined contribution plans with assets from $1mil - $50 mil. Responsibilities Include: * Performing annual Non-discrimination testing including 401(a)4 * Preparing annual Form 5500 and related schedules and filing using the DOL's EFAST system * Discussing Retirement Plan Design and preparing such documents (Prototype & Vol. Submitters) * Preparing annual participant notices like safe harbor, automatic enrollment and QDIA. * Preparing required disclosures such as the 408(b)(2) and 404(a)(5) * Review & reconciliation of contributions and census data * Calculating Employer Contributions Allocations * Administration of Participant Loans * Review and processing of all distributions * Track and review of eligibility and vesting Show less

  • CDM Retirement Consultants, Inc.
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Retirement Plan Consultant
      • Apr 2009 - Jan 2016

      Single point of contact for multiple defined contribution plans with assets from $500k - $10 mil.Responsibilities Include:* Performing annual Non-discrimination testing including 401(a)4 * Preparing annual Form 5500 and related schedules and filing using the DOL's EFAST system* Discussing Retirement Plan Design and preparing such documents (Prototype & Vol. Submitters)* Preparing annual participant notices like safe harbor, automatic enrollment and QDIA.* Preparing required disclosures such as the 408(b)(2) and 404(a)(5)* Review & reconciliation of contributions and census data* Calculating Employer Contributions Allocations* Administration of Participant Loans* Review and processing of all distributions* Track and review of eligibility and vesting Show less

    • New Business Coordinator
      • Jun 2007 - Apr 2009

      Responsibilities Included:* Established and cultivated relationships with clients, financial advisors, and previous vendors * Coordinated all elements for conversion of client’s 401k plans from existing vendor and platform* Assisted clients with completing new payroll submissions * Collaborated with the sales director to with prepare business proposals for potential new clients

    • Operations Specialist
      • Oct 2005 - Jun 2007

      Responsibilities included:* Reconciling and maintaining recordkeeping system/client accounts through utilization of cash reconciliation and unit position reports. * Importing prices and confirmation files to the recordkeeping system, * Processing daily deposits and transactions requests like distributions and loans.* Ensuring that daily trades are accurately and timely posted * Processing incoming dividends and accruals

Education

  • Salisbury University - Perdue School of Business
    Bachelor of Science, Finance
    2001 - 2005
  • Notre Dame Preparatory School
    1997 - 2001

Community

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