Kathi Ward Email & Phone Number

Tumwater, Wa

Tumwater, Wa

Bellevue, Wa

Greater Seattle Area

Assure plan administration, programming, collections and reporting is in compliance with plan provisions and legal requirements. Maintain plan document(s); Provide consulting to plan sponsors, employees, brokers and advisors; Troubleshoot/resolve complex customer service concerns; Calculate Distribution Benefits; Administer loans on 401(k) plans; Prepare 401(k) Summary Plan Descriptions (SPDs) and other plan documents and communications. Perform nondiscrimination tests. Perform Trust… Show more Assure plan administration, programming, collections and reporting is in compliance with plan provisions and legal requirements. Maintain plan document(s); Provide consulting to plan sponsors, employees, brokers and advisors; Troubleshoot/resolve complex customer service concerns; Calculate Distribution Benefits; Administer loans on 401(k) plans; Prepare 401(k) Summary Plan Descriptions (SPDs) and other plan documents and communications. Perform nondiscrimination tests. Perform Trust Accounting. Prepare valuation and participant statements. Analyze and compile information for the annual 5500 report. Assist in plan audits. Coordinate quarterly review of plans; attend quarterly plan Trustee and/or fiduciary meetings, conduct employee enrollment meetings and participant 401(k) plan educational meetings. Consult with employees in areas of eligibility, vesting, enrollment process, plan distributions, fund selection, online access, and other issues related to their plan participation. Prepare employer contribution allocation calculation based on eligible participants compensation. Show less

Greater Seattle Area

Responsible for leadership, direction, and support for a team of Retirement Services Specialists includes day-to-day service focused administration of employer sponsored retirement plans. Manage client workload and prepare client invoicing and account reconciliation; Responsible for 401(k) Summary Plan Descriptions (SPDs) and other plan documents and communications, including SARs, QDIAs, etc. Maintain plan document(s) to ensure plan qualification; Assure Quality Control and Process… Show more Responsible for leadership, direction, and support for a team of Retirement Services Specialists includes day-to-day service focused administration of employer sponsored retirement plans. Manage client workload and prepare client invoicing and account reconciliation; Responsible for 401(k) Summary Plan Descriptions (SPDs) and other plan documents and communications, including SARs, QDIAs, etc. Maintain plan document(s) to ensure plan qualification; Assure Quality Control and Process Improvement; Train new personnel and conduct performance evaluations. Perform Trust Accounting; Prepare valuation and participant statements (Daily, Quarterly, Annual); Calculate Distribution Benefits due to death, disability, retirement, termination, hardship, QDRO’s; Analyze and compile information for the annual 5500 report filing to ensure filing within appropriate deadlines; Assist and participate in all areas related to plan audits; IRS and DOL; Prepare employer contribution allocation calculation based on eligible participants compensation; Perform nondiscrimination tests annually to ensure plan complies with governmental regulations. Show less

Greater Seattle Area

Responsible for management of qualified retirement plans; providing consulting services to plan sponsors, employees and Advisors; handle day-to-day administration of employer sponsored retirement plans. Perform Trust Accounting; Prepare valuation and participant statements (Daily, Quarterly, Annual); Calculate Distribution Benefits due to death, disability, retirement, termination, hardship, QDRO’s; Preparation of IRS Form 5500 and related schedules; Assist and participate in all items as they… Show more Responsible for management of qualified retirement plans; providing consulting services to plan sponsors, employees and Advisors; handle day-to-day administration of employer sponsored retirement plans. Perform Trust Accounting; Prepare valuation and participant statements (Daily, Quarterly, Annual); Calculate Distribution Benefits due to death, disability, retirement, termination, hardship, QDRO’s; Preparation of IRS Form 5500 and related schedules; Assist and participate in all items as they relate the plan audits. Both IRS and DOL; Prepare employer contribution allocation calculation based on eligible participants compensation; Perform nondiscrimination tests annually to ensure plan complies with governmental regulations; Train new personnel. Show less