Currently, I am a Manager with Rehmann Retirement Plan Solutions with my QKA designation. I have over twenty eight years experience administering retirement plans for companies in a variety of industries. My experience includes managing various teams, including plan administration, documents and implementation. I currently work from my home in Cincinnati, OH. My current workload consists of plan administration for traditional DC, Combo DC/DB and Welfare Plans. We provide full administration for these plans including testing, calculations trust accounting and government filings. I work with plans on daily valuation platforms and in a pooled environment along with brokerage accounts. I am the point person for a number of DB/DC plans and work closely with actuaries and clients to ensure compliance on the DB plans, including PBGC Filings. In my 25 years of experience, I have managed and trained teams of retirement plan specialists and coordinators to complete all aspects of a client’s retirement plan administration in a timely and accurate manner. I have experience with annual and semi-annual reviews of staff, salary increases, client billings, productivity tracking, etc. In addition, I regularly communicate with clients on implementation, administrative and compliance issues. I stay current with new legislation and changes in IRS/DOL regulations through various company seminars and online educational classes. I will then work with clients to implement practices and policies that may be required.Rehmann is a fully integrated financial services firm of CPAs, wealth managers and investigators dedicated to providing clients proactive ideas and solutions to help them prosper professionally and personally. We offer a team approach that gives our clients direct access to a specialist in any of our services. My area of specialty is Retirement Plan Administration and Management.
Listed skills include Management, Retirement Planning, Pensions, Process Improvement, and 20 others.