Experience

• 

  Think Safe, Inc.

  • United States
  • Public Safety
  • 1 - 100 Employee

  • Jr. Software Developer

    • Aug 2019 - Aug 2022

  • Application Developer

    • Nov 2019 - Aug 2020

• 

  Transamerica

  • United States
  • Financial Services
  • 700 & Above Employee

  • Retirement Compliance Consultant

    • Jan 2018 - Jul 2019

    As a Retirement Compliance Consultant, I handled over 130 cases per year, maintaining a record of positive feedback from my clients. My responsibilities included analyzing and researching census data provided by my clients in preparation for compliance testing. Based on the data received I determine the appropriate tests needed based on specific plan provisions. I performed compliance testing (ADP/ACP, 401(a)4, 410(b), Benefits, Rights & Features, Top Heavy), calculations of employer match and non-elective contributions, and applicable refunds. I was responsible for monitoring 402(g) and 415 limits and handling corrective measures as needed. As a problem solver, I resolve plan operational errors discovered during test processes. Additional duties as an analyst included reviewing plan documents and understanding the impact specific provisions would have to the functions performed. I would also, under applicable guidance, assist clients with 5500 processes and/or compliance testing and overall compliance with the plans contained within my caseload and evaluate alternative solutions and consult with other team members/management for resolution.

  • New Business Case Coordinator

    • Jan 2007 - Jan 2018

    As a New Business Case Coordinator my responsibilities included examining correspondence, applications, legal documents and reports to proceed with appropriate processing. Additionally, I corresponded with agents or insureds to obtain supplemental information or to explain legalities in accordance with company regulations, state laws, and NASD, or SEC regulations as required, routed risk involved maters to the underwriter for evaluation, entered, update and verified data in the computer system, provided customer service to external and internal customers and followed up on administrative requirements