Doug D. Email & Phone Number

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, Excess Asset Allocations, Participant Distributions, etc.DC Analyst(08/18-10/23)Provided technical support to Defined Contribution Services Team. Provided on demand technical information and assisted in the completion of core administration and compliance testing, but not limited to census collection, non-discrimination testing, 5500 reporting, profit sharing allocations, document updates, client reports, balance forward participant statements, and calculation of employer contributions (including cross testing and sole proprietors or partnerships.)Conversion Specialist (8/17-8/18)Collaborated with Investment Providers, Financial Advisors, and Plan Sponsors with the set up and installation of Qualified Retirement Plans. Proactively tracked and monitored all conversion events and communications. Assisted the Document Specialists with the completion of plan documents. Facilitated the completion of Investment provider materials.

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 department phone calls and other correspondence. Helped outside Third Party Administrators with the completion of Schedule A and PS 58 Cost informtation.