Experience

Associated Benefits Corporation

• United States
• Insurance
• 1 - 100 Employee

• Retirement Plan Administrator

  • Oct 2019 - Present



Sukup Manufacturing Co.

• United States
• Farming
• 100 - 200 Employee

• Accounts Receivable Specialist

  • Oct 2018 - Oct 2019

  Provide exceptional customer service. Assist in sales tax filings and exemptions. Create required documents for international shipments. Track and coordinate client account balances for many different payment terms. Apply and calculate credits and discounts for those who are eligible. Provide exceptional customer service. Assist in sales tax filings and exemptions. Create required documents for international shipments. Track and coordinate client account balances for many different payment terms. Apply and calculate credits and discounts for those who are eligible.



Retirement Plan Services (RPS)

• Financial Services
• 1 - 100 Employee

• Retirement Plan Specialist

  • Jun 2016 - Oct 2018

  Provided exceptional customer service to sponsors and participants of a variety of types of retirement plans. Ensured plans remained in accordance with federal regulations including all government filings and required compliance testing. Calculated employer contributions. Assisted in payroll withholding and depositing services. Reconciled plan calculations and deposits against plan trust. Assisted in welfare 5500 filings. Provided exceptional customer service to sponsors and participants of a variety of types of retirement plans. Ensured plans remained in accordance with federal regulations including all government filings and required compliance testing. Calculated employer contributions. Assisted in payroll withholding and depositing services. Reconciled plan calculations and deposits against plan trust. Assisted in welfare 5500 filings.



Sukup Manufacturing Co.

• United States
• Farming
• 100 - 200 Employee

• Intern Office Assistant

  • May 2012 - Aug 2014

  Helped complete miscellaneous office tasks to help efficiency. Organized and purged current and outdated records. Assisted in bringing paper storage to an electronic means. Helped complete miscellaneous office tasks to help efficiency. Organized and purged current and outdated records. Assisted in bringing paper storage to an electronic means.