Greg Winner Email & Phone Number

Administration/ Analysis with Taft-Hartley Defined Benefit Pension and Defined Contribution Plans, including affiliated and non-affiliated union members. Administration of Pension benefits pertaining to Qualified Domestic Relations Order (QDRO) Dissolution Judgements, and processes of shared/separate interest payments. Consulting with the Plans Trust Counsel in the determination of benefits administrated to Alternate Payee’s, drafting and reviewing boilerplate QDRO based on review of Judgements and subpoena’s. Review and analyses of death benefits, including calculations and processes in accordance with ERISA, DOL and EBSA regulations. Suspension and termination of pension benefits due in part to death distributions, including review of Plan records to determine eligible beneficiaries. Resolve and investigate issues while providing appropriate documents specific to EBSA and IRS. Provide correspondence and/or documents to members pertaining to DC and DB plans. Drafting proposals and providing calculations based on vesting and eligibility requirements. Analyze and prepare documents corresponding to business practices and policies and providing communication as needed.

Studio City, Ca, Us

Administration/Analysis with Defined Contribution, Defined Benefit Plans including union and non-union employees. Analyze and resolve administrative processes in accordance with ERISA, DOL, and IRS regulations. Present recommendations for changes or enhancements for Pension processes, and provide point of contact for escalated issues with members. Resolve and investigate issues while providing appropriate documents specific to EBSA and IRS. Provide correspondence and/or documents to members pertaining to DC and DB plans. Drafting proposals and providing calculations based on vesting and eligibility requirements.

Los Angeles, California, Us

Administer Commissioned and Profit Sharing 401(K) and Defined Contribution Plans in accordance with ERISA, DOL, and FINRA. Drafting proposals and providing, processing buy/sell orders of mutual funds. Asset management, including knowledgeable with financial analysis and conflict resolution. Resolve administrative issues while producing appropriate documents specific to EBSA and IRS. Trust reconciliation, and producing technical correspondence. Profit Sharing and Firm Match calculations and verifying eligibility requirements.

Extensive experience in organization, strong communication and interpersonal skills both written and verbal. Knowledgeable with financial analysis, conflict resolution, and quality control management. Resolve administrative issues while producing appropriate documents specific to ERISA and EBSA. Hands-on experience in problem solving, balancing compensation totals, trust reconciliation, technical writing. Strong knowledge processing time sensitive materials through the Department of Labor and IRS, including corporate tax returns and attached schedules. Filing form 5500-SF through EFAST, and perform data analysis.

Process corporate tax returns, analyze 401(K) loans and distributions, perform data analysis from Excel spreadsheets and comply with other administrative duties filing documents with the EBSA, uploading plan documents and returns to comply with IRS specifications, converting paper files to PDF and electronic supported documents.

Responsibilities included working with Microsoft software and banking software programs on multiple screens: Conducted procedures on new accounts for customers such as free checking; interest checking, CDA’s and IRA’s. Address daily inquiries on new and current retirement accounts and checking and savings products, and trained new employees to manually change product information on multiple account types.

Bachelor Of Science (B.S.), Criminal Justice/Law Enforcement Administration

Diploma, Meteorology