Main contact at FuturePlan for a client base consisting of solo cash balance pension plans. Manage strong relationships with each client, advisor, CPA and outside TPAs and attorneys who are involved with the plans for consulting/strategic plan issues. Request and follow-up on data, trust, documents, and other information needed to complete annual plan deliverables.

Responsible for client relationship and daily plan administration for 401(k) 403(b), 457(b) and non-qualified deferred compensation plans. Provide Technical assistance and on-going support to clients and their advisors. Oversee annual activities surrounding non-discrimination testing and 5500 reporting.

Supervise and provide technical support for a team of 15 within a department of 70. The department provides services to ensure employer plans are in compliance with ERISA regulations including 5500 reporting and non-discrimination testing. Conduct quality assurance on outgoing testing results and 5500 packages.Provide technical consulting to clients and their advisors including ERISA regulations and legislative updates, translate testing results and 5500 reporting, interpret plan documents and suggest alternatives. Troubleshoot recordkeeping issues in order to refer to various processing units for resolution.Prepare training curriculum and present institutional partner webinars, as well as create and conduct demonstrations for new and potential clients. Special projects as assigned by upper management.

Supervise and provide technical support for a department of 13 that provides 3rd party record keeping services on qualified retirement plans for non-profit employers. Responsible for testing, implementing and training staff on computer applications. Provide software technical support for the department and coordinate with IT staff for all software updates. Compose, publish and maintain all departmental master documents and procedures. Responsible for quality control on all outgoing reports, billing, 5500 packages and non-discrimination testing.Provide technical consulting to clients and their advisors including ERISA regulations, translate testing results and 5500 reporting and interpret plan documents.Provide backup to Manager including special projects as assigned by upper management. Troubleshoot issues for employers and their advisors, plan participants, and field agents.

Responsible for the administration of defined contribution retirement plans with a focus on 401(k) plans. Average plan size: 100+ lives. Ensure all regulatory compliance and testing. Prepare trust accounting for multiple trust accounts. Calculate and prepare client billing. Provide backup to management including peer review of other analysts. Provide consultation to clients and their advisors.Responsible for testing, implementing and training staff on computer software. Coordinate electronic data download for both client census information and financial information from various mutual fund companies. Provide training and technical support to staff on computer applications.

Responsible for administration on defined contribution plans and the government filings. Developed and maintained specialized computer schedules for client plan reporting. Provide client support.

Responsible for government filings on qualified retirement plans and perform allocation calculations. Support duties for company including data entry.

Responsible for data entry, word processing, typing government filings, collating plan reports, filing, handling of correspondence and receptionist duties.