Develop relationships with prospects and prospects’ centers-of-influence (financial advisors, CPA’s, etc) to become their primary resource for qualified retirement plan expertise and third party administration. Educate business owners on retirement plans and assist with understanding both IRS and DOL regulations. Stay up-to-date on current and new regulations surrounding the qualified plan field, and be able to communicate these regulations to business owners and their advisors. Help business owners understand their day-to-day duties of running a plan to avoid non-compliance.Retirement plans can be great way to put away $50,000 to over $250,000 in tax-deferred contributions per year, AND create a great tool for your employees to start saving for retirement. Adding on a new comparability profit sharing and/or a cash balance pension plan can shift your retirement savings into high gear, providing you with additional company-funded contributions, all while providing a comfortable level of contributions to your employees.Matthews Benefit Group is a local Tampa Bay business offering the best in Third-Party Administration services to the Florida community and the southeastern United States.

Provided year-end financial reports for clients including balance sheet, income statement, and account reconciliation for plan as well as individual participants. Reconciled plan year activity to year end valuations. Provide outstanding personalized service to clients, including retirement plan administration and consultation. Assist clients with complete regulatory compliance with both the IRS and DOL.

The Saint Petersburg Young Professionals serves the city as a part of the Chamber of Commerce. Our mission is to attract and identify the next generation of community leaders; connect young professionals with the surrounding community through unique opportunities in the areas of service, leadership and advocacy; and engage young professionals in local corporate, community, and cultural settings.

- Negotiated and administered contracts for customers accounting for 35% of company sales.- Collaborated with consultants in launching dashboard software for executive team.- Developed procedures to reduce time to perform analysis of contract pricing by 80%.- Developed monthly sales analysis by customer, market, and industry.

- Manage product recall process, Ensuring compliance with FDA regulations- Minimize impact of product recalls on the business- Reassigned outsourced phone campaign operations in-house, saving approximately $5k per campaign.

- Maintained all domestic and international respiratory, aerosol, and basic homecare products in system.- Coordinated with cross-functional teams to optimize launch of new products.- Project Leader: integrated automation software into the department; 90% reduction in time and cost of data entry, 100% reduction of errors attributed to manual entry