• Consulted with clients on plan design and operational issues for various types of ERISA qualified plans• Consulted with clients on repurchase obligation issues for closely-held ESOPs• Worked with S-Corp and C-Corp companies to customize employer contribution strategies• Performed and analyzed different non-discrimination testing methods in order to maximize client and participant plan contribution levels• Assisted ERISA attorneys with strategies to correct plan… Show more • Consulted with clients on plan design and operational issues for various types of ERISA qualified plans• Consulted with clients on repurchase obligation issues for closely-held ESOPs• Worked with S-Corp and C-Corp companies to customize employer contribution strategies• Performed and analyzed different non-discrimination testing methods in order to maximize client and participant plan contribution levels• Assisted ERISA attorneys with strategies to correct plan disqualification issues in order to minimize client expense and penalties• Completed IRS and DOL filings for clients Show less

• Performed annual administration and compliance on a combination of 401k, Profit Sharing, and ESOP plans• Implemented accounting methodology revision on Relius recordkeeping system to help reduce potential errors• Revised participant statements to meet clients’ needs• Implemented marketing and sales plan that resulted in doubling ESOP business in three years• Worked booth at ESOP trade shows and conferences to promote Employee Benefits Group, LLC• Created materials for ESOP… Show more • Performed annual administration and compliance on a combination of 401k, Profit Sharing, and ESOP plans• Implemented accounting methodology revision on Relius recordkeeping system to help reduce potential errors• Revised participant statements to meet clients’ needs• Implemented marketing and sales plan that resulted in doubling ESOP business in three years• Worked booth at ESOP trade shows and conferences to promote Employee Benefits Group, LLC• Created materials for ESOP participant education meetings• Led employee participant education meetings• Consulted with clients on plan design and repurchase obligation issues Show less

• Assisted clients with ERISA guidance• Consulted with clients on fund performance and fund selection to ensure compliance with plan investment policies• Created marketing and sales materials that resulted in increased client business• Cross-sold bank products and investments to existing clients• Led employee participant education meetings• Consulted with clients on plan design issues