Becky R. Email & Phone Number

Milwaukee, Wi, Us

Wauwatosa, Wisconsin, United States

I complete nondiscrimination testing and allocate contributions, per the adoption agreement and regulations. I work with plan sponsors and advisors on the data required for testing, as well as explaining the testing results. I am on the subject matter expert team for testing, which makes best practice decisions on the testing process, answers teammate questions, and tests system / process updates before installation into production. I also prepare Form 5500/Related Schedules, Form 5330s, as well as creating the annual audit packages to help assist auditors with the audit of the plan. I work with the plan sponsors and auditors, and I am the main contact for the process.

I prepared Form 5500/Related Schedules, Form 5330s, as well as creating the annual audit packages to help assist auditors with the audit of the plan. I worked with the plan sponsors and auditors, and was the main contact for the process. BMO Retirement Services was acquired by OneAmerica Retirement Services.

Greater Milwaukee Area

I prepared Form 5500/Related Schedules, Form 5330s, as well as creating the annual audit packages to help assist auditors with the audit of the plan. I worked with the plan sponsors and auditors, and was the main contact for the process. M&I Retirement Services was acquired by BMO Harris Bank, N.A.

Glendale Wi

I was responsible for the annual nondiscrimination testing and Form 5500/Related Schedules. I was also the resident expert on calculating new comparability contributions, using the testing software ASC, and I provided training on the new comparability contributions to the daily plan teams. I worked directly with the plan sponsors and I was the main contact regarding compliance issues.

Milwaukee, Wisconsin

I was a Compliance Analyst responsible for the annual nondiscrimination testing and Form 5500/Related Schedules for my assigned plan load. I worked directly with the plan sponsors and was the main contact for the annual testing and Form 5500s. I also worked with legal compliance to prepare plan documents, plan amendments, and investment fund changes. I created/documented procedures and trained new members of our team, as well as providing an overview of our team to all new employees to Strong Retirement Services. Strong Retirement Services was acquired by Wells Fargo Bank, N.A.

West Bend, Wisconsin

Numerous duties over the years: I processed physical bonds, and bonds held at DTC, for payment, processed reorganizations on securities, client service representative, entered trades into the system for Ziegler Asset Management, prepared monthly statement for custodial accounts, as well as tracking the daily activity in custodial accounts.