Mary Helen Email and Phone Number

Serving and securing retirement for US clients through working on US retirement planning andexecution operations. Mainly involves Preparing Form 5500 and Year End Testing (Non-Discrimination testing) Performing Financial Reconciliation of Assets and Liabilities of plans that converts to ADP. Preparing Regular Form 5500 and deliver 5500 reports to clients for filing with DOL(Department of Labor). Final Form 5500 will be prepared for Termed and Merged plans. Calculating 402(g) contributions where the Employer/Employee contributions are in excesswhich is more than the limits set by the IRS, must be returned to participants by April 15thfollowing the plan year. Calculating RMD (Retirement Minimum Distribution) for the retirement plan account ownersgenerally must withdraw annually starting with the year they reach age 73. Involved in AML (anti money laundering) KYC project. Managed relationship and communication with the clients and stakeholders, ensuring projectis delivered to their satisfaction.