David Bryant Davis Email & Phone Number

Work with a team of plan consultants and administrators to facilitate the annual valuation and testing process for 1000+ company-wide retirement plan clients, including Profit Sharing, 401(k), ESOP, Cash Balance, Solo plans.* Led the client data and records migration process during merger between BMS Consulting, Inc. and QPA, Inc.* Acted as liason to all BMS clients during and after merger, to ensure a smooth experience during the transition.* Proficient with ASC Administration, DGEM 5500 software, PensionPal CRM database, Relius Administration, 5500, Documents software.

VP, Administration Officer with strong communication and team management skills within a leading benefits administration group. Positive thinking, results-oriented mentor, with a solid understanding of legal and compliance issues pertaining to benefits administration and employee relations. * Worked with 200+ small to mid-size companies to design, implement and administer effective employer sponsored retirement plans.* Worked with outside brokers and funding vendors in efforts to procure new retirement plan business.* Lead team of administrators through life cycle of employer sponsored retirement plans, from implementation to termination. * Tracked and ensured fulfillment of annual valuation processes, including census data gathering, annual plan testing, compliance adherence, audit and regulatory filings.* Assisted in facilitating merger/acquisition agreement between BMS Consulting, Inc. and QPA, Inc.

Responsible for participant and plan sponsor support for qualified retirement plan clients. Provided daily administration and year-end compliance testing, tax filing support to plan sponsoring companies. Coordinated new client set up, including plan document drafting/amendment and funding vendor contract implementation. Provided support for terminating qualified plans including liquidating plan assets and filing appropriate resolutions, SOX notifications, final Form 5500s.

New York, Ny, Us

Responsible for fulfillment of RFPs for Qualified Investment/Retirement Plans to brokers and plan sponsors. Coordinated with brokers and company management to offer appropriate investment plans and determine optimal pricing structure to clients.