Brandon Fleming, Mba Email and Phone Number
Brandon Fleming, Mba work email
- Valid
- Valid
- Valid
Brandon Fleming, Mba personal email
I am a well rounded individual with a background in Information Technology and Business, as well as Insurance and Retirement Services. I have a proven track record of success in customer and technical support. My goal is to work within a company that has strong values and leadership, where my education and experience will be utilized.Specialties: Compliance Testing(ADP, ACP, 415, 410(b), 414(s)), Form 5500 Preparation, Technical Support, Customer Support, Data Analysis, Organization
Pinnacle Plan Design
View- Website:
- pinnacle-plan.com
- Employees:
- 45
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Retirement Plan ConsultantPinnacle Plan DesignCharlotte, Nc, Us
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Retirement Plan ConsultantPasi, Llc Mar 2022 - PresentFarmington, Connecticut, Us -
Retirement Plan ConsultantDefiniti Llc Mar 2021 - Feb 2022Erie, Pa, Us -
Senior Retirement Plan ConsultantPensys/Ascensus Jun 2014 - Mar 2021- Manage a book of business of approximately 130 clients.- Extensive phone, email and in-person consultation with plan sponsors, accountants, plan participants and brokers.- Responsible for reviewing investment statements for trust accounting purposes.- Analyze plan documents to make sure plans remain in compliance.- Prepare government forms using ASC.- Handle the administration of plans that include 401(k) Profit Sharing, Cross Tested, Defined Benefit, Cash Balance and Combo plans.- Review contribution calculations and non-discrimination testing results.
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Account ManagerAaaa Benefits Jun 2012 - Jun 2014Charlotte, Nc, UsI provide "A-Z" retirement plan administration for multiple Marketing and Advertising agencies. A-Z plan administration includes:Preparation of Form 5500Performing Non-Discrimination TestingProviding Customer Service to plan participants and administratorsProcessing Distributions and LoansProcessing PayrollEnrolling participants and entering benefit electionsParticipant statement preparationMaintaining Automatic Enrollment and Projected EligibilityDebiting and Crediting clients and plan participants accounts -
Regulatory Services AnalystOneamerica Jun 2006 - Jun 2012Indianapolis, In, UsResponsible for the accurate and timely preparation of over 500 annual nondiscrimination tests and Form 5500 government reports.Prepare high quality communications to clients, agents/brokers and third party administrators with regard to annual non-discrimination testing and form 5500 reporting.Delegate assignments to 20 TGR staff members daily.Participated in Business Process Improvement Groups that determined ways to eliminate unnecessary tasks and improve employee efficiency.Organized and conducted Hot Topic seminars to educate team members on different 5500 and compliance testing issues.Assisted in the testing of department's Excel based plan information spreadsheet, used to keep track of and extract plan information for over 5000 plans.Provided support to supervisors by performing peer procedure checking on Form 5500s for department.Completed Form 5500s and non-discrimination tests at a 99% accuracy rate, which saved supervisors an estimated 2 hours per week of procedure check time. -
Account RepresentativeOneamerica Sep 2002 - May 2006Indianapolis, In, UsConducted high volume sales calls to acquire new ExACCT clients.Interacted with clients to resolve questions and/or problems with sending financial data.Provided extensive phone training to over 300 new ExACCT users. Performed database maintenance on Microsoft Access database files for clients.Responsible for troubleshooting various computer and network configurations and settings.Executed regression testing on ExACCT software to ensure updates made to the software do not have adverse effects to OneAmerica clients.
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Technical Support SpecialistDigital Insight Aug 2000 - Jul 2002Redwood City, California, UsCompleted updates and implemented custom enhancements to client Internet banking web sites; Maintained 24-hour turnaround time on updates to Internet banking sites at a 98% rate.Interacted with 150 clients to resolve technical questions and/or problems with their Internet Banking sites.Performed manual testing using scripts to test the interface and functionality of sites.Trained a staff consisting of 9 members on coding procedures.Participated in cross-functional teams that were responsible for marketing, programming, testing and post-implementation support.Solely responsible for site maintenance for VIFI's biggest client, with an internal customer base of approximately 175,000 members. -
Network Operations Co-OpSungard Recovery Services Jan 1997 - May 1997Ran SSB, ISSB, ABAM, T1, CAT5, Amphenol and V.35 cables to provide employee and customer access to various routers, modems, front-end processors, multiplexers & telenex switches. Assisted with establishing voice and data connectivity for telephones, terminals and LAN workstations for disaster recovery testing.Resolved network issues and performed troubleshooting on any phone issues, network outages or impairments.
Brandon Fleming, Mba Skills
Brandon Fleming, Mba Education Details
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Indiana Wesleyan UniversityBusiness Administration -
Kentucky State UniversityComputer Science
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Kentucky State UniversityComputer Science
Frequently Asked Questions about Brandon Fleming, Mba
What company does Brandon Fleming, Mba work for?
Brandon Fleming, Mba works for Pinnacle Plan Design
What is Brandon Fleming, Mba's role at the current company?
Brandon Fleming, Mba's current role is Retirement Plan Consultant.
What is Brandon Fleming, Mba's email address?
Brandon Fleming, Mba's email address is bf****@****inc.com
What schools did Brandon Fleming, Mba attend?
Brandon Fleming, Mba attended Indiana Wesleyan University, Kentucky State University, Kentucky State University.
What skills is Brandon Fleming, Mba known for?
Brandon Fleming, Mba has skills like Leadership, Access, Training, Process Improvement, Networking, Analysis, Data Analysis, Business Process Improvement, Testing, Information Technology, Visio, Technical Support.
Who are Brandon Fleming, Mba's colleagues?
Brandon Fleming, Mba's colleagues are Paul Scardicchio, Erpa, Lynn Young, Robert Petrillo, Tamara Lewis, Lisa Fox, Sariah Cicotte, Qka, Brooke Janoski.
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