Alicia Morrison

Alicia Morrison Email and Phone Number

Account Executive @ Bates & Company @ Bates & Company Inc.
united states
Alicia Morrison's Location
Conway, Arkansas, United States, United States
Alicia Morrison's Contact Details

Alicia Morrison work email

Alicia Morrison phone numbers

About Alicia Morrison

Retirement Plans, from Simple IRA to ESOPs.

Alicia Morrison's Current Company Details
Bates & Company Inc.

Bates & Company Inc.

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Account Executive @ Bates & Company
united states
Website:
batesco.com
Employees:
21
Alicia Morrison Work Experience Details
  • Bates & Company Inc.
    Account Executive
    Bates & Company Inc. Sep 2021 - Present
    View
  • Creative Retirement Systems
    Pension Consultant
    Creative Retirement Systems Mar 2021 - Oct 2022
    Cincinnati, Ohio, United States
    View
  • Human Interest
    Compliance Administrator
    Human Interest Sep 2020 - Mar 2021
    •Calculate and allocate contributions to qualified participants•Perform all non-discrimination testing •Prepare Forms 5500, 5330•Answer staff and clients compliance questions
    View
  • Frost, Pllc
    Pension Specialist/Accountant
    Frost, Pllc Apr 2016 - Aug 2020
    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
    View
  • William F. Laman Public Library
    Assistant Director Of Finance And Administration
    William F. Laman Public Library Jan 2011 - Sep 2014
    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.
    View
  • Benefit Administrators Group
    President
    Benefit Administrators Group Jan 2007 - Nov 2012
    Third party retirement plan administration, bookkeeping, accounting, office management, property management, quick books, sage/peachtree,
  • Childers Financial Group
    Entity Structuring Team Manager
    Childers Financial Group Jan 2008 - 2011
    property management, office management, training seminars coordinator (in various states and on via online)
  • Benefit Soultions Of Arkansas
    Third Party Administrator/Staff Accountant
    Benefit Soultions Of Arkansas 2004 - Jan 2007
    Third party retirement plan administration, payroll, accounting, ban rec, financial reports
  • Miller & Associates
    Third Party Administrator/Staff Accountant
    Miller & Associates 2002 - 2004
    third party retirement plan administration and accounting (payroll, bookkeeping, audit).

Alicia Morrison Skills

Payroll Quickbooks Accounting Bookkeeping Financial Statements Customer Service Insurance Retirement Planning Tax Preparation Auditing 401k Tax Microsoft Office Account Reconciliation Financial Reporting Analysis Employee Benefits Payroll Taxes Small Business Pensions General Ledger Peachtree Accounts Receivable Financial Accounting Benefits Administration Accounts Payable Retirement

Alicia Morrison Education Details

Frequently Asked Questions about Alicia Morrison

What company does Alicia Morrison work for?

Alicia Morrison works for Bates & Company Inc.

What is Alicia Morrison's role at the current company?

Alicia Morrison's current role is Account Executive @ Bates & Company.

What is Alicia Morrison's email address?

Alicia Morrison's email address is mo****@****ail.com

What is Alicia Morrison's direct phone number?

Alicia Morrison's direct phone number is +150147*****

What schools did Alicia Morrison attend?

Alicia Morrison attended University Of Central Arkansas, University Of Central Arkansas.

What are some of Alicia Morrison's interests?

Alicia Morrison has interest in Casinos, Horses, Exercise, Sweepstakes, Home Improvement, Reading, Gourmet Cooking, Sports, Watching Basketball, Home Decoration.

What skills is Alicia Morrison known for?

Alicia Morrison has skills like Payroll, Quickbooks, Accounting, Bookkeeping, Financial Statements, Customer Service, Insurance, Retirement Planning, Tax Preparation, Auditing, 401k, Tax.

Who are Alicia Morrison's colleagues?

Alicia Morrison's colleagues are Robin Mullins, Ashley Macri, Phyllis Nelson, Beth Mckendry, Nicole Celso, Cailyn Martinez, Laura Oergel.

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