Alicia Morrison Email & Phone Number

Cincinnati, Ohio, United States

•Calculate and allocate contributions to qualified participants•Perform all non-discrimination testing •Prepare Forms 5500, 5330•Answer staff and clients compliance questions

Little Rock, Arkansas Area

• Calculate and allocate contributions to qualified participants• Perform all non-discrimination testing •Prepare trust accounting and annual participant summary valuations•Process distributions and loan paperwork for participants•Dispense new enrollment packages for new participants•Prepare Forms 5500, 5330, 1099-R and 990s

North Little Rock, Arkansas

Assistant Director of Finance, building management, human resource (benefit coordinator, employee relations, background checks, policies) payroll, accounts payable/receivable, bank rec, financials, budgets, board minutes, etc.

Third party retirement plan administration, bookkeeping, accounting, office management, property management, quick books, sage/peachtree,

property management, office management, training seminars coordinator (in various states and on via online)

Third party retirement plan administration, payroll, accounting, ban rec, financial reports

third party retirement plan administration and accounting (payroll, bookkeeping, audit).

Mba, Accounting

Bachelor Of Sience, Accounting