Zachary Allen

Pension Consultant at Pension Associates
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Contact Information
us****@****om
(386) 825-5501
Location
Englewood, New Jersey, United States, JE
Languages
  • English Native or bilingual proficiency
  • Spanish Elementary proficiency
Skills

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Bio

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Credentials

  • Microsoft Office Specialist: Excel 2013
    Microsoft Office Training
    May, 2016
    - Nov, 2024
  • Conflict, Collaboration, and Communication
    Dale Carnegie Training
    Nov, 2015
    - Nov, 2024
  • Bloomberg Market Concepts
    Bloomberg LP

Experience

  • Pension Associates
    • Financial Services
    • 1 - 100 Employee
    • Pension Consultant
      • Jun 2019 - Present

      • Design and administer Defined Benefit, Cash Balance and Floor Offset Plans. • Run ADP/ACP, Top-Heavy, 401(a)(4), 402(g), 410(b) and Deductibility Tests using Permitted Disparity. • Prepare IRS and PBGC filings including Form 5500 and related Schedules. • Assist in organizing and responding to IRS Plan Audits in accordance with the PPA, ERISA, FASB and GASB provisions. • Prepare EGTRRA, PPA compliant plan documents, SPDs, SARs, restatements and amendments. • Design and administer Defined Benefit, Cash Balance and Floor Offset Plans. • Run ADP/ACP, Top-Heavy, 401(a)(4), 402(g), 410(b) and Deductibility Tests using Permitted Disparity. • Prepare IRS and PBGC filings including Form 5500 and related Schedules. • Assist in organizing and responding to IRS Plan Audits in accordance with the PPA, ERISA, FASB and GASB provisions. • Prepare EGTRRA, PPA compliant plan documents, SPDs, SARs, restatements and amendments.

  • The Pace Chronicle
    • Plesantville NY
    • Business Manager
      • Aug 2016 - May 2018

      The Pace Chronicle is the official campus newspaper and news source of Pace University’s Pleasantville Campus. The Pace Chronicle ensures to employ students and deliver legitimate and accurate news to the Pace community while providing educational, social, and recreational services designed to meet the needs of students in accordance with the Pace University Mission Statement As Business Manager Maintain an accurate account of all funds received and expended  Work with Editor in Chief to calculate and create $13,000 semester budget  Attend bi-weekly finance meetings with the other treasurers  Vote on the allocation of funds for events next semester with the other treasurers Show less

  • West Point Tax Center
    • West Point, New York
    • Tax Intern
      • Jan 2018 - Apr 2018

      • Prepare over 100 tax returns for the West Point community, including alumni accurately and timely • Review support materials and communicate directly with clients for clarification and to inform them of missing information • Prepare over 100 tax returns for the West Point community, including alumni accurately and timely • Review support materials and communicate directly with clients for clarification and to inform them of missing information

Education

  • Pace University - Lubin School of Business
    Master of Science - MS, Financial Managment
    2017 - 2018
  • Pace University - Lubin School of Business
    Bachelor of Business Administration (BBA), Accounting
    2014 - 2018

Community

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