Matthew Lewis Email and Phone Number

internal audit and analysis of 100+ defined contribution and defined benefit plans. training of new employees. Developed strategic methods to stream line client payments of Required Minimum Distributions and defined/outsourced workloads of RMD calculations and paperwork. Filed tax forms with the DOL. Audit of Financial trust reports cross referencing balance sheets to complete 4 year in-service to determine outstanding loans or hardship distributions. Determined eligibility for additional contributions for participants to meet new COLA limits. Various other office activities.