Jon Beveridge Email & Phone Number

Mansfield, Ohio Area

• Provide excellent customer service to self-funded and fully-insured health plan clients including reporting and annual renewal presentation.• Prepare and analyze self-funded health plan financial reporting, and prepare ERISA health plan document restatements and updates to maintain regulatory compliance.• Implement conversion of health claims processing system including vendor selection, project management/implementation, convert historical data and train end users.• Manage company finances including AP and AR.• Manage vendor relationships for operations and IT.

Cincinnati, Ohio Area

• Prepare Annual Form 5500 filing for 125 401k clients in the Emerging Corporate Market segment.• Answer client questions/concerns on 5500 helpline and assist client managers in answering client/auditor questions related to Form 5500.• Assist with development and training of new specialists.• Participate in projects to prepare department for filing season, including all written communications.

Des Moines, Iowa Area

• Lead team of 12 Pension Service Associates in providing excellent service and building long-term relationships with external 401k customers.• Interview and select candidates to fill Pension Service Associate role.• Develop team members to achieve maximum potential while meeting profitability goals.• Carry ultimate responsibility for over 350 defined contribution retirement plans with $800 million in assets.

Education record

Bachelor'S Degree, Business Administration And Management, General