Experience

Lurie, LLP now EisnerAmper

• United States
• Accounting
• 1 - 100 Employee

• Pension Specialist, ERPA & QPA

  • Oct 2007 - Present

  Working with pension and cash balance plans, combined plan testing for optimal client retirement benefit. Working on CPC, Certified Pension Consultant currently: ERPA - Enrolled Retirement Plan Agent - for IRS representation QPA - Qualified Pension Administrator Working with pension and cash balance plans, combined plan testing for optimal client retirement benefit. Working on CPC, Certified Pension Consultant currently: ERPA - Enrolled Retirement Plan Agent - for IRS representation QPA - Qualified Pension Administrator



Wells Fargo

• United States
• Financial Services
• 700 & Above Employee

• Retirement System Consultant

  • Dec 2001 - Apr 2007

  Senior administrator for DC plans, moved to Tech Support, assisted less experienced controller to understand the software, helped move processes to appropriate clerical teams by providing detailed procedures, managed detailed analytical reports, detailed weighted risk assessment parameters for PCs to utilize when identifying issues with clients processes, plan documents. Helped management find assets to resolve problems. Senior administrator for DC plans, moved to Tech Support, assisted less experienced controller to understand the software, helped move processes to appropriate clerical teams by providing detailed procedures, managed detailed analytical reports, detailed weighted risk assessment parameters for PCs to utilize when identifying issues with clients processes, plan documents. Helped management find assets to resolve problems.