Experience

Pension Associates

• Financial Services
• 1 - 100 Employee

• Senior Pension Consultant

  • Jan 2001 - Present

• Senior Pension Consultant

  • Jan 2001 - Present

  • Handle all aspects of plan design and administration including reporting and compliance.• Administer qualified Defined Benefit, Floor Offset and 401 (K) Profit-Sharing plans to meet clients’ needs in compliance with IRS and DOL guidance.• Prepare annual actuarial valuations and plan funding certifications.• Perform non-discrimination, deductibility, top-heavy and coverage testing for qualified plans to ensure compliance with IRS rules and regulations.• Develop new plan design recommendations and onboard new clients.• Prepare plan documents, restatements, terminations, mergers and any necessary plan amendments and resolutions.• Perform cost projections and develop annual plan contributions.• Reconcile trust accounts and allocate plan earnings.• Process distributions including terminations, hardships, loans, minimum required distributions. • Prepare annual pension Form 5500 with all associated schedules and attachments.