Josh Blitz, Cfp® Email & Phone Number

Raleigh, Nc, Us

Raleigh, Nc, Us

Raleigh, Nc, Us

• 2024 PLANSPONSOR® Plan Sponsor of the Year WINNER- Total Retirement Offering category https://www.plansponsor.com/awards/2024psoy/?type=total-retirement-offering• Led implementation of SECURE 2.0 long-term part-time employee regulations including configuration testing and coordination between HRIS, legal, and recordkeeper stakeholders.

Kingsport, Tennessee, Us

• Supported administration of defined contribution plans including a 401(k) and Employee Stock Ownership Plan (ESOP)• Supported administration of defined benefit plans including cash balance and traditional pension• Managed annual $57M profit-sharing retirement contribution project from planning to funding stages including SME input• Coordinated with HRIS stakeholders on annual HSA employer funding contribution including eligibility verification and written communications with employees• Gathered data from recordkeeper for compliance filings such as definitive proxy statement• Responsible for processing biweekly HSA and 401(k) payroll contribution files with vendor• Compiled year-end reporting and valuation letter on a Rabbi Trust with benefit obligations of $154M• Analyzed complex datasets in Excel using Visual Basic for Applications (VBA) and pivot tables• Assisted call center reps with complex employee questions and escalations• Recommended changes to plan design in conjunction with Director-Global Benefits and Retirement Plans Manager

Raleigh, Nc, Us

• Utilized excellent written and verbal communication skills to educate 401(k) and non-governmental 457(b) plan participants via phone, email, and group PowerPoint presentations • Administered self-enabled programs including Employee Contribution Increase Program and Auto Enrollment• Guided employees nearing retirement under the Rule of 85 by explaining benefits and helping them complete required forms• Supported conversion of legacy HCM to Workday including implementation and testing of new integrations with 401(k) recordkeeper (Fidelity)• Analyzed complex datasets in Excel using Visual Basic for Applications (VBA) and pivot tables• Acted in a cross-functional role ensuring accuracy between Payroll, Benefits, & Leave Administration stakeholders• Managed the Retiree Drug Subsidy (RDS) process from application to reconciliation• Completed financial planning with individual employees including data gathering, analysis, and presentation• Responsible for taking notes and creating minutes during Retirement Plan Committee meetings• Assisted auditors verifying compliance with ERISA regulations• Acted as a mentor for junior employees

Raleigh, Nc, Us

Raleigh, Nc, Us

Raleigh, Nc, Us

• Concisely educate branch employees and members regarding rules surrounding IRAs, HSAs, and CESAs• Perform advanced guidance and troubleshooting on issues ranging from suitability to tax implications• Constantly stay abreast of topics related to tax-advantaged accounts through IRS and Ascensus resources• Strive for efficiency & accuracy in daily tasks by utilizing VBA within MS Office (Word, Excel, Access)

Raleigh, Nc, Us

Raleigh, Nc, Us

• Assist members with advanced loan maintenance including applying for new loans• Support fellow team member FSRs with questions regarding account maintenance• Document loan application process & ensure all paperwork is accurate

Raleigh, Nc, Us

• Answer variety of member questions courteously & proficiently• Maintain VISA debit & VISA credit cards via internal software tools• Educate members on available services & make recommendations based on their specific needs

Us

• Supervised certified volunteer tax preparers working at several different sites• Monitor the taxpayer Intake & Interview Process and decide which volunteer preparer to utilize• Ensured tax preparation sites adhered to IRS Quality Service Requirements

• Collaborated with estate lawyer and CPA to oversee an investment portfolio of over $1M; researched tax laws and investment options including 401K’s, IRA’s and mutual funds to ensure optimal growth and minimal taxation.• Reviewed investment portfolio of over $500K for another party; analyzed asset allocation, identified excessive fees being charged by an investment bank, and recommended the movement of assets to another firm with lower costs.

Mumbai, Maharashtra, In

• Collaborated in multicultural teams to develop web applications for clients.• Received high marks on internal mortgage certification for Freddie Mac; certification was required to build credibility with the client.