Elizabeth Jeannette Jackson

Cashier at SAMS CLUB
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Contact Information
us****@****om
(386) 825-5501
Location
Sandston, Virginia, United States, US
Languages
  • English -
Skills

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Bio

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Credentials

  • 401(K) Specialist, Defined Contribution Plan Specialist
    -
    Sep, 1998
    - Nov, 2024

Experience

  • SAMS CLUB
    • United States
    • 500 - 600 Employee
    • Cashier
      • Dec 2012 - Present

      My responsibilities included greeting as they came in/out of the club, servicing the members at the Jewelry Dept. and doing daily audits. My main responsibility is to service the members by being a cashier. My responsibilities included greeting as they came in/out of the club, servicing the members at the Jewelry Dept. and doing daily audits. My main responsibility is to service the members by being a cashier.

  • Actuarial Consulting Group
    • 1640 Huguenot Road; Midlothian, VA 23113
    • Client Services Manager
      • Mar 2007 - Nov 2009

      Dealing with all levels of management, investment/financial companies, insurance/investment brokers and financial advisors/ accountants to collect information to process annual valuations for defined contribution retirement plans for small businesses. Duties included filing IRS Form 5500s, resolving/research problems, responding to client’s questions, financial accounting, processing participant’s distributions, data entry, peer review and compliance testing/issues. Must be accurate and meet scheduled IRS and Department of Labor deadlines, administer retirement plan applications, Excel/Word and be detailed oriented. Monitor the investment cash flow when distributions are required. Show less

  • Actuarial Benefits & Design Co., Inc.
    • 1523 Huguenot Road, Midlothian, VA 233113
    • Associate
      • Sep 1995 - Aug 2006

      Working with financial advisors, insurance agents, CPAs and investment brokers in administering retirement plans for small businesses. Administered defined contribution plans, such as 401(k), ESOP, profit sharing and money purchase pension plans. Filing IRS 5500/1099R forms, filing forms with the Department of Labor, calculating and issuing distribution instructions to financial institutions. Processed plan valuations and trust accounting. Verifying and reconciling client data. Peer review of legal plan documents, plan financials and plan valuations. Involved with compliance testing/issues. Direct contact with clients. Show less

  • William M. Mercer Inc.
    • 1051 E. Cary Street, Richmond, VA 23219
    • Senior Administrator
      • Mar 1986 - Sep 1995

      Working with top Fortune 500 corporations processing their retirement plans; (401(k), profit sharing, money purchase, ESOP, thrift plans), distributions, compliance testing, trust/plan accounting, filing IRS 5500, 5307, 5310, dealing with financial institutions regarding investments (banks/investment brokers), cash flow and client’s attorneys and CPAs in auditing their plans annually. Peer review and reviewing plan documents. Resolving client’s issues and questions. New plan set up on computer system. Must be detailed oriented, knowledge of Excel/Word/retirement plan applications and have communication skills when administering retirement plans. Show less

  • Wachovia Bank
    • E. Cary Street, Richmond, VA 23219
    • Account Executive
      • Aug 1979 - Aug 1984

      Monitored client investment cash flow for retirement plans, reviewed the bank’s collective funds for plan investments/overdrafts, trust accounting processed/calculated distributions, administered/operated the Central Fidelity Bank’s Thrift Plan and reviewed plan documents. Plan valuation processing for large and small client plans. Monitored client investment cash flow for retirement plans, reviewed the bank’s collective funds for plan investments/overdrafts, trust accounting processed/calculated distributions, administered/operated the Central Fidelity Bank’s Thrift Plan and reviewed plan documents. Plan valuation processing for large and small client plans.

Education

  • J Sargeant Reynolds Community College
    2 years plus Computer Classes, Business Administration, Accounting
    1977 - 2000
  • John Marshall High School
    High School, Business & Accounting/Bookkeeping
    1961 - 1965

Community

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