Hans Jones, Cpc Email & Phone Number

Greater Minneapolis-St. Paul Area

Greater Minneapolis-St. Paul Area

Brainerd, Mn

Handled multiple plans for processing, complying with Internal Revenue Service and Department of Labor regulations.Responded to high volume of customer requests via phone and e-mail promptly and courteously.Created articles for quarterly newsletter.Followed industry guidelines and company procedures in carrying out job duties.Working in a team environment, provided assistance as needed.Monitored in-box for customer requests and responses for additional information.

Provided technical, administrative, and consultative support to account managers and consulting staff related to pension plans. Prepared benefit calculations, reviewed report preparations, ran account valuations, plan funding calculations, processed non-discrimination testing, prepared Form 5500 including required schedules and PBGC Forms, formatted census data to perform periodic valuations. Worked closely in a team environment with consulting actuary to perform plan valuations, mentored co-workers to prepare term calcs and annual valuations, assisted consulting team with client proposals, presentations, management reporting and provided excellent quality control through peer review of all work. Interacted with client to provide superior service to respond to requests and ad hoc reporting as needed

Performed annual trust accounting for approximately 150 DC plans including Profit Sharing, 401(k), Money Purchase Plans in a balance forward environment. Processed participant loans, QDRO and plan distribution requests, prepared annual Form 5500 filings, performed annual testing including: ADP/ACP, Discrimination, 415, Age-Weighted, Cross-Tested (New Comparability), and Top Heavy. Calculated plan allocations including Safe Harbor contributions. Provided exceptional customer-focused skills through by responding to questions and providing prompt resolutions and effectively addressing their concerns.

Within this period, I performed several separate roles for the company: Performed annual trust accounting for approximately 50 defined contribution plans in a balance forward environment. Performed annual testing, filed Form 5500 filings, and performed annual valuations. Provided exceptional customer-focused skills by promptly responding to questions and concerns. Committee member of Employee Focus Group established for improved work environment. Surveyed employees and presented committee recommendations to management for ways to improve training, communication, and build teamwork in a changing environment. Selected to participate in the team responsible for the conversion of all company-wide balance forward plans to a new software system within required deadline.Recruited to perform in newly created position to support Defined Benefit team after several personnel changes left a void in team. Using my initiative, I created and developed position to create, meet, and support this need.