Holly Bejar Email & Phone Number

Fort Worth, Texas, United States

- Manages operations of the ROBS (Rollover for Business Startups) Department, by overseeing the certified Plan Administrators and Plan Specialist who facilitate ROBS transactions for small business and franchise owners by creating the c-corporation, plan documentation, stock certificates, and ensuring IRS, DOL, and ERISA compliance. - Guide clients to maximize retirement savings in order to retain employees, grow their individual retirement, fund their business with pre-tax money, and manage IRS & DOL audit exposure. - Create and adapt internal procedures that comply with regulatory and tax changes that impact clients and companies- Extensive experience in operations and measuring and analyzing financial and operating data to ensure achievement of company financial and service goals

Implemented processes and practices across the organization, that improved customer and employee experiences, including formulating strategy, improving performance, hiring & aligning resources, and ensuring compliance

Prepared loan files and submitted to banks or mortgage lenders for approval. Ensured that documents and signatures are in order prior to submission