Liam Wetherbee Qka Email & Phone Number

Rochester, Ny, Us

Texas, United States

Kingwood, Tx

Kingwood, Texas

Handle day to day 401k plan compliance processesPerform retirement plan non-discrimination testing to ensure plan compliance with agenciesPrepare annual employer contribution calculations and/or corrective contributions or distributions due to testing failures Prepare annual regulatory documents and forms for filing with the appropriate agencies (Form 5500, Form 8955, Form 5558, etc.)Prepare plan documents, amendments, participant notices in accordance with regulations and/or plan sponsor requestAssist plan sponsors with plan design Prepare regulatory notices for updates to fund line up, plan and participant expenses, etc.Update various internal systems in the event of plan amendments Provided support to operations team in assistance with day to day job functionsResearch and identify possible issues and updates needed to plan designs based on changes by current regulation for retirement plans Work heavily in ASC and OmniPlus

Kingwood, Texas

Handled day to day plan operations Reconciled and balanced daily plan contribution deposits Maintained participant information in the retirement plan record-keeping systemManaged distribution processing according to each plan’s specific plan documentHandled loan request, hardship request, and in-service withdrawal processingProvided support to our internal teams for plan specific or participant specific 401k questionsWorked closely with our 401k plan compliance analysts on processing corrective contributions and/or distributions due to testing failuresAssisted in the deposit of annual required contributionsWorked closely with our 401k reconciliation team when there were issues with plan trust accounts and assisted with identifying the issues within the record-keeping systemManaged plan fee processing in accordance with plan agreements and documents Worked closely with our payroll team in identifying client and or participant issues with their retirement plansHandled loan default processing and required minimum distributions Managed multiple system updates when 401k plan amendments were adopted by plan sponsorsWorked heavily in Omniplus along with other critical systems

Kingwood, Texas

Handled day to day operations of company records management Used retention policies in place with company to ensure records were maintained and cataloged correctlyAssisted internal and external clients with requests for company and employee dataAssisted legal team in the event of legal proceedings where records were needed