Experience

Ives Sultan & Spike CPAs PLLC

• Clerical Associate



Ascensus

• United States
• Financial Services
• 700 & Above Employee

• Retirement Service Consultant

  • Mar 2021 - May 2022

  Main servicing analyst for 50+ large 401k Plans Developed effective working relationships with team and internal departments in order to provide effective service for our clients. Ensured that our commitments to our clients are met by proactively reviewing the status of assigned plans' periodic activity (compliance testing, 5500, quarterly statements, RMDs, etc.). Helped clients through the transition process from prior trustee (Truist.) Main servicing analyst for 50+ large 401k Plans Developed effective working relationships with team and internal departments in order to provide effective service for our clients. Ensured that our commitments to our clients are met by proactively reviewing the status of assigned plans' periodic activity (compliance testing, 5500, quarterly statements, RMDs, etc.). Helped clients through the transition process from prior trustee (Truist.)



BB&T

• United States
• Financial Services
• 700 & Above Employee

• Employee Benefits Analyst II

  • Feb 2017 - Mar 2021

  Performed administration functions on assigned accounts while providing ongoing communication with Plan Sponsor, Consultant, and Team Manager. Completed annual compliance review for each account and helped generate the Form 5500 and assisted in preparation of other required regulatory filings.\ Interpreted legal documents and current Internal Revenue Service (IRS) code and Employee Retirement Income Security Act (ERISA) regulations. Kept abreast of appropriate tax laws, regulations, trends, and issues that may affect plan administration. Reviewed trial balances/cash sheets daily for accuracy and clear overdrafts within required time frame of 3 business days Show less



Wells Fargo

• United States
• Financial Services
• 700 & Above Employee

• Bankruptcy Specialist

  • Apr 2016 - Dec 2016

  Collaborated with attorneys and other legal personnel on bankruptcy documentation reviews, making necessary corrections. Filed documents with bankruptcy courts within expected time frames to prevent delays. Completed reviews for the Notice of Final Cure (Reconciliation) process Collaborated with attorneys and other legal personnel on bankruptcy documentation reviews, making necessary corrections. Filed documents with bankruptcy courts within expected time frames to prevent delays. Completed reviews for the Notice of Final Cure (Reconciliation) process