Monica Searfoss, QKA, QKC
Senior Plan Consutant at Sentinel Benefits & Financial Group- Claim this Profile
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Bio
Credentials
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Qualified 401(k) Consultant (QKC)
American Retirement Association -
Qualified 401(k) Plan Administrator
American Retirement Association
Experience
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Sentinel Group
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United States
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Financial Services
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100 - 200 Employee
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Senior Plan Consutant
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Jan 2020 - Present
Develop and maintain strong customer relationships across many different industries with varying levels of financial experience. Answer a wide variety of client questions related to retirement plan administration, recordkeeping and participant inquiries on a daily basis. Perform yearly compliance testing and annual valuations for qualified retirement plans to ensure that IRS guidelines are met. Collaborating both internally and externally to facilitate the responsible handling of plan assets. Review and interpret retirement plan documents, amendments, notices and summary plan descriptions. Show less
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Compliance Project Manager
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Sep 2013 - Jan 2020
• Interpreted legal documents for current, prospective and new clients for the purpose of providing internal communication and instruction to ensure accurate plan design consulting, Relius Administration software set up and restatement of document onto Corbel and FT William Plan Document Software.• Lead analyst on all Combined DB/DC plans.• Responsible for communication with actuaries to ensure proper handling of combined testing.• Responsible for drafting and maintaining qualified plan documents for Defined Benefit Defined Contribution and Non-qualified Plans.• Merger and acquisition consulting.• Completed and management of IRS and DOL submissions and representation of clients under power of attorney in VCP and Audit Cap situations.• Developed departmental processes and procedures.• Created and maintain training materials.• Designed presentations and proposals for current and prospective clients in regard to both plan design and operational concerns. Show less
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Plan Consultant
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2008 - Sep 2013
• Consulted clients regarding plan design• Completed annual Compliance Testing • Completed reconciliations and audit material for qualified independent audits• Completed annual Form 5500
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Grenax Broadcasting
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Broadcast Media Production and Distribution
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1 - 100 Employee
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Marketing Specialist
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2005 - 2008
• Developed marketing and sales materials • Coordinated promotional events • Spearheaded monthly and annual marketing plans • Tracked productivity using Microsoft Excel spreadsheets • Developed marketing and sales materials • Coordinated promotional events • Spearheaded monthly and annual marketing plans • Tracked productivity using Microsoft Excel spreadsheets
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Education
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2001 - 2005
Saginaw Valley State University
Bachelor of Arts (BA), Communication and Media Studies -
1997 - 2001
Gladwin High School
Diploma, General
Community
