Lead firm’s technical research and knowledge foundationEducate team and clients regarding technical and current industry developments Lead and prepare client corrective action projects, including SCP, VCP, VFCP, VCAP and DFVCPPrimary point of contact for IRS and DOL negotiations and communicationLead, prepare and review document restatements and required amendmentsLead firm wide process changes and streamline efforts, template development and QKA trainingAnalyze complex controlled group, affiliated service group situations and insure proper treatment for plan administration.Lead and participate in client annual reviews, fiduciary recommendations, employee educationLead firm’s distribution and loan teamParticipate in firm’s new business proposals and existing client conversionsPart of leadership team: participate in Director level initiatives including staffing, cybersecurity, remote working, budgetingDesign, implement, and administer employee benefit plans including 401(k), 403(b), ESOP, Defined Benefit, Cash Balance, NQDC, Welfare Benefit Plans Complete plan year end work including trust reconciliations (recordkeepers and brokerage accounts), employer contribution calculations, compliance testing and IRS formsSenior and top-level review of all plan services Primary and Senior point of contact for clients - explain complex transactional and retirement plan principles in a meaningful wayTroubleshoot client issues and concernsTrain new staff members and provide constructive feedback for growth purposes

Manage start up firm financial processes including budgeting, payroll, payables/receivables and implementation and ongoing administration of 401(k) retirement plan

Assist client with telecommunications RFPs / analyze and compare vendor pricing, terms and conditions

Negotiate sprint contracts for major and national accounts. Present profit margins, contract terms and conditions to upper level management for approval

Progressive advancement through entry level financial analyst positions with the Government/Regulatory Affairs Department and Sales/Commission Department