Who is Brent Kahn? Overview
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Brent Kahn is listed as Sr. Retirement Plan Associate at Vestwell, based in Thousand Oaks, California, United States. AeroLeads shows a matched LinkedIn profile for Brent Kahn.
Brent Kahn previously worked as Retirement Plan Administrator at Douglas M. Farr & Co., Inc. and Complaince Specialist II at Savant Wealth Management. Brent Kahn holds Bachelor Of Business Administration - Bba, Business Administration And Management, General from California State University, Northridge.
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Vestwell
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Profile bio
About Brent Kahn
As a Client Relationship Manager at Hessel & Associates, I managed a varied caseload of small, mid-sized, and large qualified retirement plans with daily and annual valuated assets totaling over $250,000,000. I am proficient in trust accounting, customer service, and compliance testing.Before joining Hessel & Associates, I worked as a Retirement Plan Consultant at Flynn, Shojinaga & Associates, and as a 401(k) Plan Administrator at Hicks Pension Services, where I serviced clients in A to Z retirement administration, prepared and filed government series forms 5500, calculated employer contributions, ran annual valuations and tests, and processed loans and distributions. I enjoy working with clients, participants, and financial advisors to exchange data, resolve issues, and ensure compliance. I am motivated by the opportunity to help people plan for their retirement and achieve their financial goals. I value teamwork, diversity, and learning, and I am always eager to expand my knowledge and skills in the retirement plan industry.
Current workplace
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9 roles
Brent Kahn work experience
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Retirement Plan Administrator
Current
Sep 2024 - Present
Complaince Specialist Ii
Sep 2023 - Sep 2024
Compliance Specialist
Sep 2023 - Aug 2024
Client Relationship Manager
• Managed a caseload of 401(k), Profit Sharing, Cross Tested defined contribution plans with daily valuations and balance forward • Prepared and filed all required government forms including 5500, 5330 and other related schedules• Resolved client and participant issues• Prepared trust accounting and annual reports• Tested ADP/ACP, Top Heavy, 415, 410, 404, 402, and 401a including Cross Tested plans• Prepared annual reports and trust accounting using Microsoft Office Suite• Corresponded with clients, participants, and financial advisors to provide and collect data• Processed a high volume of loans and distributions for participants in retirement plans
Sep 2022 - Jun 2023
Retirement Plan Consultant
• Serviced clients in A to Z administration in 401(k), Profit Sharing, and Cross Tested defined contribution plans with participant ranges from 1 to over 100 lives that are both daily valuation/balances forward• Prepared and filed all required government forms including 5500, 5330 and other related schedules• Resolved client and participant issues• Prepared trust accounting and annual reports• Tested ADP/ACP, Top Heavy, 415, 410(b), 402(g) and 401(a)• Prepared annual reports and trust accounting using Microsoft Office Suite• Corresponded with clients, participants, and financial advisors to provide and obtain information• Processed a high volume of loans and distributions for participants in retirement plans
Feb 2021 - Aug 2022
401(K) Plan Administrator
• Managed a caseload of 90 401(k), Profit Sharing, Cross Tested defined contribution plans• Prepared and filed tax forms for clients such as Form 5500, 8955 and other related schedules• Ran annual valuations and employer contributions• Tested plans including ADP/ACP, Top Heavy, 415, 410(b) 404, 401(a) or Cross Tested• Prepared annual reports and trust reconciliation• Corresponded with clients, participants, financial advisors to provide and obtain information• Processed loans and distributions
Jan 2019 - Jan 2021
Retirement Plan Specialist
Qbi, Llc
Managed a caseload of 90 401(k), Profit Sharing, Cross Tested defined contribution plans• Prepared and filed all required government forms such as 5500 and other related schedules• Ran annual valuations and employer contribution calculations• Resolved client and participant issues• Prepared trust accounting and annual reports• Tested ADP/ACP, Top Heavy, 415, 410(b), 401(a)• Processed high volume participant loans and distributions
Dec 2016 - Sep 2018
Retirement Plan Administrator
• Responsible for a caseload of 65 retirement plans• Prepared and filed Form 5500, 8955, 5330 and other related schedules• Ran annual valuations and employer contribution calculations• Tested ADP/ACP, Top Heavy, 415, 410b, 402(g) 401(a)• Prepared annual reports and trust accounting• Corresponded with clients, participants and financial advisors• Processed high volume loans and distributions
Feb 2016 - Oct 2016
1 education record
Brent Kahn education
FAQ
Frequently asked questions about Brent Kahn
Quick answers generated from the profile data available on this page.
What company does Brent Kahn work for?
Brent Kahn works for Vestwell.
What is Brent Kahn's role at Vestwell?
Brent Kahn is listed as Sr. Retirement Plan Associate at Vestwell.
Where is Brent Kahn based?
Brent Kahn is based in Thousand Oaks, California, United States while working with Vestwell.
What companies has Brent Kahn worked for?
Brent Kahn has worked for Vestwell, Douglas M. Farr & Co., Inc., Savant Wealth Management, Hessel & Associates, L.L.C., and Flynn, Shojinaga & Associates, Inc.
How can I contact Brent Kahn?
You can use AeroLeads to view verified contact signals for Brent Kahn at Vestwell, including work email, phone, and LinkedIn data when available.
What schools did Brent Kahn attend?
Brent Kahn holds Bachelor Of Business Administration - Bba, Business Administration And Management, General from California State University, Northridge.
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