Daniela Costa Email & Phone Number

California, United States

Rancho Cordova, California, Us

San Luis Obispo, California, Us

Walnut Creek, Ca, Us

Retirement Plan Specialist with a full caseload of various PS 401(k) Plans. Versed in all aspects of Plan Administration, from data scrubbing to contribution calculation and admin packages including 5500 and all related schedules.

I work with small to midsize clients, in all aspects of managing 401(k) Plans, Working in Datair to scrub data, perform testing and packaging of valuations for clients. Preparing 5500 and all schedules, daily contribution processing. I do a bit of everything.

I am a Northern California Scrapbook Designer/Sales Representative. I work with both Manufacturers and Local Scrapbook/Art Stores to provide product sales, classes, and demonstrations of products.

Milwaukee, Wi, Us

Ran sales illustrations, finalized sales of all Life Insurance Products, including Disability and Long Term Care. Handled all aspects of Sale from initial illustration through delivery of policy. Worked with clients on all service needs.

Benefits Consultant to a wide variety of business ranging from 100 to 5000 employees. Responsible for the day to day operations of Pension Plans, including Defined Benefit, Profit Sharing and 401(k) Plans. Worked with owners on status of plans along with employees on education and payouts.

Rolling Meadows, Il, Us

Account ExecutiveImplementation of takeover and new retirement plans. Consult with Plan Sponsors on corporate objectives for retirement plans, IRS regulations, investment policies and asset allocation. Coordinate and perform enrollment/investment education meetings. Perform annual review of plan provisions and status of plan assets.

Lafayette, Ca, Us

Retirement Plan Account Manager and Disability Plan Account ManagerWork on large employee benefit plans which included Life and Disability Insurance. Prepared proposals, studies and comparisons of plans. Implementation of plans from sale, employee meetings to policy delivery. Managing accounts for over 500 individuals and 15 employer groups.Compliance Manager Worked with Broker/Dealer to insure proper compliance within our organization. Kept up to date on current law and continuing education information. Train all employees on current requirements for compliance. Responsible for the implementation of new broker dealer contracts and carrier appointments.

London, England, Gb

Consulting and Administration of Defined Benefit Plans. Responsible for all day to day activities. Preparations of all IRS and all government filings. Supervise and mentor entry level administrators