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Doug D. is listed as DB Analyst at Trinity Pension Consultants, a company with 44 employees, based in Cincinnati Metropolitan Area, United States, United States. AeroLeads shows a matched LinkedIn profile for Doug D..
Doug D. previously worked as Client Relationship Associate at Transamerica and Associate at Buck Consultants, A Xerox Company. Doug D. holds B.A., Communications from University Of Cincinnati.
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A 2010 graduate of the University of Cincinnati, I have 9+ years experience in the retirement services industry. As a Pension Administration Assistant with Western and Southern Financial, I served the Pension Administration team at Lafayette Life with plan administration for Qualified Retirement Plans. At Buck Consultants I assisted defined benefit plan participants with questions and distribution of their pension benefits. As a Relationship Associate with Transamerica, my duties centralize around assisting Plan Sponsors with distributions, contribution uploads, loan questions and issues, and general questions about their plan. Currently with Trinity Pension Consultants, I serve the Defined Contribution team as a DC Analyst completing core administration such as non-discrimination testing, 5500 reporting, profit sharing allocations, document updates, client reports and calculation of employer contributions (including cross testing and sole proprietors or partnerships), lost earnings calculations and plan terminations.
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Cincinnati, Ohio, United States
DB Analyst (10/23-Present)Provide Technical Support to Defined Benefit Services Team. Complete qualified retirement plan core administration and compliance testing, including, but not limited to: Actuarial Valuations, Non-discrimination Testing, AFTAP Certifications, 5500 Reporting, Schedule SB, PBGC Filings and Notices, Financial Accounting Reports.
Worked with Plan Sponsors of qualified retirement plans with the daily processing of distribution forms, loan applications, plan updates, and other administrative duties. Also assisted with annual census and contribution downloads.
Assisted defined benefit plan participants with distribution of their pension benefits.
Cincinnati, Ohio Area
Served the Pension Administration and Sales Team at Lafayette Life with the annual compliance of small employer retirement plans. Duties included completion of form 1099R, Form 5500, and 5558 as well as working with the document team on the installation of new plans. Also assisted sponsors and advisors with customer service issues and facilitating.
Other employees you can reach at trinitypension.com. View company contacts for 44 employees →
Justin Cottrell
Colleague at Trinity Pension ConsultantsAkron, Ohio, United States, United States
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Wendy Lawrence, Qkc, Qka
Colleague at Trinity Pension ConsultantsGreater Cleveland, United States
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Adam Warren
Colleague at Trinity Pension ConsultantsGreater Cleveland, United States
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Tamara Hayas
Colleague at Trinity Pension ConsultantsCincinnati, Ohio, United States, United States
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Christen (Hostetler) Ellet, Phr
Colleague at Trinity Pension ConsultantsUnited States, United States
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Brianna Breckenridge
Colleague at Trinity Pension ConsultantsGreater Cleveland, United States
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Devin Dalessandro, Qka
Colleague at Trinity Pension ConsultantsStrongsville, Ohio, United States, United States
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Danieal Ramirez
Colleague at Trinity Pension ConsultantsAurora, Colorado, United States, United States
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Eric Long
Colleague at Trinity Pension ConsultantsHudson, Ohio, United States, United States
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Anthony Warren
Colleague at Trinity Pension ConsultantsAkron, Ohio, United States, United States
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Quick answers generated from the profile data available on this page.
Doug D. works for Trinity Pension Consultants.
Doug D. is listed as DB Analyst at Trinity Pension Consultants.
Doug D. is based in Cincinnati Metropolitan Area, United States, United States while working with Trinity Pension Consultants.
Doug D. has worked for Trinity Pension Consultants, Transamerica, Buck Consultants, A Xerox Company, and Western & Southern Financial Group.
Doug D.'s colleagues at Trinity Pension Consultants include Justin Cottrell, Wendy Lawrence, Qkc, Qka, Adam Warren, Tamara Hayas, and Christen (Hostetler) Ellet, Phr.
You can use AeroLeads to view verified contact signals for Doug D. at Trinity Pension Consultants, including work email, phone, and LinkedIn data when available.
Doug D. holds B.A., Communications from University Of Cincinnati.
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