Experience

Sunwest Pensions
• United States
• Financial Services
• 1 - 100 Employee
• Internal Analyst/Reviewer

  • Dec 2020 - Present


FuturePlan by Ascensus

• Financial Services
• 1 - 100 Employee

• Retirement Plan Consultant

  • 2012 - Nov 2020

  Provide Third Party Administration retirement plan services such as annual compliance testing, contribution calculations, governmental reporting (Form 5500, 5330, 1099-R), contribution remittance, annual notices, advising plan sponsors on plan provisions and intricacies of retirement plan administration, and other various retirement plan consulting. Provide Third Party Administration retirement plan services such as annual compliance testing, contribution calculations, governmental reporting (Form 5500, 5330, 1099-R), contribution remittance, annual notices, advising plan sponsors on plan provisions and intricacies of retirement plan administration, and other various retirement plan consulting.



VERISIGHT, Inc.

• United States
• Medical Device
• 1 - 100 Employee

• Pension Plan Administrator

  • 2005 - 2012

  Provide Third Party Administration retirement plan services such as plan document preparation, annual compliance testing, retirement plan governmental reporting (Form 5500, 5330, 1099-R), and other various retirement plan consulting. Provide Third Party Administration retirement plan services such as plan document preparation, annual compliance testing, retirement plan governmental reporting (Form 5500, 5330, 1099-R), and other various retirement plan consulting.



Super Shoe Stores

• United States
• Software Development

• Cash Accountant

  • 2004 - 2005

  Reconcile 20+ bank accounts each month. Review daily reconcilation sheets for 20+ stores. Make miscellaneous bank deposits. Enter various general ledger journal entries. Submit 401(k) plan contribution files. Reconcile 20+ bank accounts each month. Review daily reconcilation sheets for 20+ stores. Make miscellaneous bank deposits. Enter various general ledger journal entries. Submit 401(k) plan contribution files.