Jaclyn Oram, QKA

DC Consultant at Pension Consultants, Inc (CT)
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Contact Information
us****@****om
(386) 825-5501
Location
US
Languages
  • Spanish Limited working proficiency
  • German Elementary proficiency

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Bio

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Credentials

  • Qualified 401(k) Administrator (QKA)
    American Society of Pension Professionals and Actuaries
    Jun, 2021
    - Oct, 2024
  • RPF- Retirement Plan Fundamentals
    American Society of Pension Professionals and Actuaries
    Nov, 2017
    - Oct, 2024

Experience

  • Pension Consultants, Inc (CT)
    • United States
    • Financial Services
    • 1 - 100 Employee
    • DC Consultant
      • Oct 2020 - Present

      Full Service defined contribution retirement plan consulting, including compliance testing Full Service defined contribution retirement plan consulting, including compliance testing

  • Ascensus
    • United States
    • Financial Services
    • 700 & Above Employee
    • Retirement Consultant
      • Nov 2019 - Oct 2020

      Defined contribution retirement plan consultant, including testing and contribution calculation. Defined contribution retirement plan consultant, including testing and contribution calculation.

  • USI Insurance Services
    • United States
    • Insurance
    • 700 & Above Employee
    • Defined Contribution Consultant
      • Apr 2018 - Nov 2019

      Full service defined contribution plan record keeping. Full service defined contribution plan record keeping.

  • The Benefit Practice
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Defined Contribution Analyst
      • Aug 2016 - Mar 2018

      Defined Contribution retirement plan administration and compliance. Defined Contribution retirement plan administration and compliance.

  • TPS Group, Inc.
    • Financial Services
    • 1 - 100 Employee
    • Assistant 401(k) Administrator
      • Mar 2014 - Jul 2016

      Assistant to defined contribution retirement plan case managers. Assistant to defined contribution retirement plan case managers.

  • Citizens Bank
    • United States
    • Banking
    • 1 - 100 Employee
    • Bank Teller
      • Dec 2012 - Mar 2014

      Retail banking teller. Retail banking teller.

Education

  • Albertus Magnus College
    Bachelor of Arts (B.A.), English Language and Literature, General
    2006 - 2012

Community

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