Client Accounts Manager

• Apr 2019 - Present

Plan Consultant

• Sep 2010 - Mar 2019

Work on plan administration, including: determining eligibility, contribution calculations, completing IRS 5500 forms and all applicable Schedules, prepare for audits and assist auditors with information needed to complete the audit, and perform testing to make sure our plans are compliant with DOL and IRS regulations. Work on plan administration, including: determining eligibility, contribution calculations, completing IRS 5500 forms and all applicable Schedules, prepare for audits and assist auditors with information needed to complete the audit, and perform testing to make sure our plans are compliant with DOL and IRS regulations.

Payroll Clerk

• 2008 - 2010

Assisted site managers in adding hours to the payroll system. Administered the timekeeping system for over 50,000 employees. Worked closely with others in the payroll and human resources departments to make sure hours and pay were correct. Created reports for site managers to determine overtime rhythms, schedules and time off. Assisted site managers in adding hours to the payroll system. Administered the timekeeping system for over 50,000 employees. Worked closely with others in the payroll and human resources departments to make sure hours and pay were correct. Created reports for site managers to determine overtime rhythms, schedules and time off.

Assistant Manager

• Aug 1999 - Jun 2008

Provided top-notch customer service for the largest employee owned company in the Midwest. Responsibilities included training new employees, writing schedules, training in various departments of the store such as meat, produce, bakery and floral. Provided top-notch customer service for the largest employee owned company in the Midwest. Responsibilities included training new employees, writing schedules, training in various departments of the store such as meat, produce, bakery and floral.