Realtor Licensed in the State of Iowa serving Warren, Polk, Dallas and Marion Counties..

401(k) Recordkeeping

Third party record keeper for employer 401(k) plans, managing participant and employer directed transactions, administering plan documents, yearly testing and compliance requirements.; Provided administrative support to Vice President and Operations Manager including daily processes, monthly and quarterly reporting and accountabilities. Managed quarterly fees processing, coordinated plan conversions, fund setups, sponsor and participant web guidelines and delivered customer assistance.Reviewed quarterly unpaid invoice procedures to determine thousands of dollars were uncollected. Requested responsibility for the task of follow-up, incorporating an unpaid invoices collection process that resulted in approximately $200k of previously uncollected revenues from 2006 – 2011. Recommended and implemented quarterly statement layout to reduce pages per statement, printing and postage costs per piece, cutting costs by over 50% resulting in savings of approximately $40k annually. Volunteered to convert over 120 PDF participant and employer forms to writable formats, resulting in efficiencies for both plan sponsors and transaction staff. Converted 80-100 employer submitted 401(k) contribution listings to an online application. Developed training materials and conducted individual phone training sessions leading to 100% accuracy of employer submissions, saving 20 to 40 hours per week of staff time and verifiable employer 401(k) funding compliance.

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The Indianola Chamber works to improve the economy and quality of life in Indianola and Warren County by supporting local business, sponsoring community events, promoting tourism and community growth. The Development Corporation coordinates the acquisition and sale of industrial property to bring new businesses and jobs to the community.; Support the association of business owners and the community to promote a strong business environment, including business recruitment, job growth, events and tourism. Demonstrated ability to manage all aspects of running a small business, i.e. budget, staff supervision, invoicing, financial accountability, board reporting all while promoting organizational missions.Stabilized and grew assets from less than $1,000 in January of 1999 to more than $40,000 in late 2003, including a 30% increase in membership dues income.Developed community events and chamber programs, increasing profits by approximately $10 –15,000 annually. Recruited Manley Toy Direct to community industrial park to fill an empty property, coordinating building viewings, meetings with community leaders, presenting incentives and assisting with their location expansion.Collaborated with city leaders to increase tourism funding from $2,750 to $14,000 annually by coordinating the campaign to pass a Hotel/Motel tax increase and incorporating a community improvement grant

Responsibility for fund-raising activities including, planned giving, staff annual giving and the President’s Club campaigns, including budgeting, marketing, soliciting and serving donors.Increased President’s Club (annual giving of $500/ yr) from 127 to 298 members.Built the staff giving campaign from approximately $20,000 to $40,000 annually.Designed and presented wills awareness and charitable giving clinics to statewide church groups.Solicited future (estate gifts) increasing expectancies over $1 million dollars.