John Setterberg Jr QKA QPA QKC
Senior Recordkeeping Specialist at Definiti LLC- Claim this Profile
Contact Information
us****@****om
(386) 825-5501
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Location
Erie, US
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Experience
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Definiti LLC
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United States
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Financial Services
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100 - 200 Employee
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Senior Recordkeeping Specialist
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May 2021 - Present
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Manager, Defined Contribution Administration
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Jul 2020 - Apr 2021
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Retirement Plan Specialist
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Dec 2017 - Jun 2020
Erie, Pennsylvania Area
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Northwest Bank
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Banking
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700 & Above Employee
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Retirement Plan Specialist
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Mar 2000 - Dec 2017
Erie, Pennsylvania Area Using the Relius Administration system, I handle all aspects of retirement plan administration for 401(k), ESOPs and profit sharing plans. This includes conversions, ongoing administration (daily & balance forward), compliance testing, 5500s, annual notices, distributions and deconversions. I have experience using Relius Straight Through Processing (STP) and setup of participant & plan sponsor website.
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Education
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1998 - 2000
BS, Mathematics
Community
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