Experience

Retirement Planners & Administrators, Inc.

• United States
• Financial Services
• 1 - 100 Employee

• Plan Analyst

  • Jul 2019 - Present

  Compliance work on a variety of retirement plans, testing, creating year end reports, and creating the applicable tax forms. Compliance work on a variety of retirement plans, testing, creating year end reports, and creating the applicable tax forms.



Beene Garter LLP

• Grand Rapids, MI

• Retirement Plan Administrator

  • Sep 2012 - Jun 2019

  I was responsible for compliance testing on 401(k) plans, reconciling accounts and helping clients find the best solutions for their Plan. I was responsible for compliance testing on 401(k) plans, reconciling accounts and helping clients find the best solutions for their Plan.



KDP Retirement Plan Services, Inc.

• Greater Grand Rapids, Michigan Area

• Senior Plan Administrator

  • Nov 2003 - Apr 2011

  Third party administrator for defined contribution plans and 403b plans. Third party administrator for defined contribution plans and 403b plans.



New England Financial

• United States
• Financial Services
• 200 - 300 Employee

• Employee Benefit Specialist

  • Apr 2002 - Aug 2003

  Prepared quarterly and annual reports, Completed compliance testing Prepared letters of instructions for withdrawals from defined contribution plans Administered 25 401(k) Plans Prepared tax forms for Plan such as Form 5500, 5330 along with 1099 and 945 Forms Prepared quarterly and annual reports, Completed compliance testing Prepared letters of instructions for withdrawals from defined contribution plans Administered 25 401(k) Plans Prepared tax forms for Plan such as Form 5500, 5330 along with 1099 and 945 Forms



Skytron

• United States
• Medical Device
• 100 - 200 Employee

• Accounting Assistant

  • 1999 - 2001