Denise Zubal, QKA, QPA

Senior Balance Forward Pension Administrator at EPIC Retirement Plan Services
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Contact Information
us****@****om
(386) 825-5501
Location
US
Skills

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Experience

  • EPIC Retirement Plan Services
    • United States
    • Financial Services
    • 100 - 200 Employee
    • Senior Balance Forward Pension Administrator
      • Nov 1997 - Present

      Preparation of Balance Forward valuation reports, 5500 forms, and compliance testing. Calculation of Employer contributions, required minimum distributions, test failure returns. Preparation of Balance Forward valuation reports, 5500 forms, and compliance testing. Calculation of Employer contributions, required minimum distributions, test failure returns.

  • Cortland Brovitz & Co. Accounting Firm
    • Rochester, New York Area
    • Senior Pension Administrator
      • Oct 1984 - Nov 1997

      Pension plan administration, preparation of 1099r and 5500 forms, trust accounting, contribution calculations. Pension plan administration, preparation of 1099r and 5500 forms, trust accounting, contribution calculations.

Education

  • The College of Saint Rose
    Bachelor's degree, Mathematics/Sociology
    1977 - 1981
  • Bethlehem Central High School

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