Sr. Retirement Plan Consultant

• Apr 2019 - Present

• Prepare annual valuations of retirement plans to include: reconcile assets, employer contribution calculations, complete appropriate non-discrimination testing for both calendar and non-calendar year plans. • Consult with clients to review plan documents and discuss plan amendments to meet client needs and goals while remaining in compliance with legal requirements. • Directly assist clients via telephone, email, website, and virtually with questions. • Prepare and review Forms 5500 as required for plans as necessary. • Valuation, plan documents and Form 5500 processing via ASC. • Research material regarding DOL and IRS code, ERISA and other changes to Retirement Plans for best resolutions for client issues. • Attend additional workshops/webinars and read publications to stay current in field. Show less

Pension Consultant

• Oct 2016 - Apr 2019

Compliance Analyst

• Jan 2007 - May 2016

Responsibilities include: Census review, eligibility calculations, trust accounting and asset reconciliation Calculation and allocation of annual employer contributions (including New Comparability) Perform projected and year end non-discrimination testing Compliance testing, analysis and corrective actions  Preparation of annual valuation and Form 5500 filing  Identify and resolve plan discrepancies Ensure compliance with DOL and IRS requirements  Assist with participant distributions and vesting determination  Provide training support for new hires.  Assist peers as required Provide support and guidance on a daily basis to Plan Sponsors regarding day to day processing and sharing best practices for day to day operations. Show less

Account Manager

• Nov 2004 - Sep 2006

Responsibilities include daily work with plan sponsor, plan broker and individual participants in regards to administration of retirement plans. Successfully work with plan trustee or specified contact to handle eligibility, enrollment, individual deposits and distributions for participants. Prepare quarterly valuations of individual plans as well as annual reporting, testing and filing of IRS required forms. Relius based administration. Assigned caseload approximately 40 clients. Responsibilities include daily work with plan sponsor, plan broker and individual participants in regards to administration of retirement plans. Successfully work with plan trustee or specified contact to handle eligibility, enrollment, individual deposits and distributions for participants. Prepare quarterly valuations of individual plans as well as annual reporting, testing and filing of IRS required forms. Relius based administration. Assigned caseload approximately 40 clients.

Software Engineer

• Sep 1998 - Aug 2003

Promoted to Product Programming Manager, August 2002 – September 2003 Responsibilities included organizing and grouping individual projects to optimize staff time, focus and expertise. Prepare project schedules that coincide with company and department goals, recognize outstanding deadlines and make adjustments in response to changing priorities, determine and request staffing needs to meet deadlines, assist in interviewing process. Use analytical, associative and creative skills to respond to situations not necessarily in immediate area of expertise. Design new applications/components and develop specifications both individually in detail and in conjunction with others. Work with personnel of other departments to attain the goals of the company. Provide company wide reporting for my areas of responsibility to communicate the scheduling and progress of all projects. Work directly with customers to resolve current issues by providing alternative solutions. As Software Engineer, September 1998 – August 2002 Responsibilities included reviewing project specifications received from manager and implementing specifications into product easy to use and 100% functional. Monitoring specific areas of responsibility and responding to customer regarding any program defects or enhancement requests. Work on strict deadlines adhering to project release schedules. Work with other individuals within group to ensure all projects meet current programming standards. Work with customer service reps to ensure reps have complete knowledge of how system should work, allowing reps to properly train and work with users. Create documentation related to corrections for system defects and system enhancements for project releases. Show less