Experience

Burleigh Consulting Group Inc

• United States
• Professional Services
• 1 - 100 Employee

• Retirement Plan Administrator

  • May 2015 - Present

  • Provides third party retirement plan administration• Assembles annual reports for participant-directed, pooled, and self-directed retirement plans • Calculates and analyzes contributions for compliance and discrimination testing 401(k) and profit sharing plans • Reconciles and valuates plan assets and completes trust accounting • Populates and files IRS Form 5500’s and related schedules• Communicates with clients and participants to insure record keeping accuracy• Enrolls new participants to plans on financial institution website providers and educates participants on investment choices provided by the financial institutions• Inputs participant distributions for escrow in an access database and handles the reconciliation and processing of distributions• Manages upkeep of plan files and terminated plan files for audits• Reinstated client retirement plan documents for required transition from EGTRRA (Economic Growth and Tax Relief Reconciliation Act) to PPA (Pension Protection Act). • Updates amendments and assembles new plan designs for client plan documents.• Conversion of operations from paper to digital.



Reynolds, Bone & Griesbeck PLC

• United States
• Accounting
• 1 - 100 Employee

• Intern

  • Oct 2014 - Apr 2015

  • Reviewed bank confirmations and sent second confirmations for audits• Prepared individual tax returns• Created income statements for business tax returns• Calculated back taxes owed on foreign investments for a client • Reviewed bank confirmations and sent second confirmations for audits• Prepared individual tax returns• Created income statements for business tax returns• Calculated back taxes owed on foreign investments for a client