Jeremiah "Jp" Perryman, Qka Email and Phone Number

I help our clients stay compliant with the complex IRS and DOL laws and regulations surrounding the sponsorship and administration of 401(k) and other Qualified Retirement Plans.

I help our clients stay compliant with the complex IRS and DOL laws and regulations surrounding the sponsorship and administration of 401(k) and other Qualified Retirement Plans.

Built processes for increased efficiency, developed a social media marketing lead generation program, further developed company website, while recruiting, training, and managing a team of four employees to grow an appointment setting business that is self-sufficient with increased profitability.

Marketed and sold property and casualty, life and commercial insurance policies, primarily focusing the needs of the farming and ranching community.

Collaborated with ERISA Legal, Controllers, Compensation Accounting, Aon Hewitt, State Street Bank and Fidelity teams to administer GS 401(k), GS Pension and affiliate companies’ 401(k) plans.• Developed customized targeted communication for 2,700 employees to increase participation in 401(k) plan and maximize individual receipt of firm contributions• Coordinated year-end processes of 401(k) bonus election, firm contributions, auto-enrollment with US Retirement, Compensation Accounting, and Aon Hewitt teams Managed annual ERISA audit and financial statement preparation for 401(k) and Pension Plans• Crafting and distribution of employee communications providing legally required information and marketing of 401(k) plan• Documented payroll, billing, audit and required notice processes to serve as a training resource• Managed Ayco Personal Finance seminars for employees projects and contributed content• Gathered plan metrics to post senior management for plan design and program uptake analysis as well as participated in industry surveys• Educated new employees on plan provisions and participation• Mentored junior colleagues and interns on how to best succeed in a professional culture• Recruited new summer interns for the Human Capital Management division

Retirement Administrator– 401(k) Manage relationships with employers, advisors and financial institution partners relative to qualified plans. Comprehensive compliance administration of qualified ERISA plans including: • Form 5500 Preparation and Filing• Nondiscrimination Testing• Advanced Testing / Profit Sharing Calculations: New Comparability, Permitted Disparity, etc. • Independent CPA Audit Coordination• Loan / Withdrawal processing• Payroll Remittance Coordination• Plan Design Consulting• Compliance Corrections

Promoted products and services to customers and distributors while accurately placing their orders via the telephone and internet.Resolved issues with returned, incorrect or damaged orders.Guided customers and distributors in troubleshooting and fixing software and hardware issues for Nu Skin products.