Megan Simmons Email & Phone Number

Little Rock, Arkansas, United States

I provide support to Retirement Plan Consultants and Senior Plan Consultants within a team environment. I have a thorough knowledge of the legal and regulatory environment surrounding qualified retirement plans and constantly gain experience with plan design and operation.Primary Duties and Responsibilities:* Collection and review of annual census data and employer questionnaire* Census imports and data checks* Determining plan eligibility* Determining Highly Compensated Employee (HCE) and Key Employee status* Trust accounting/financial reporting* Custodian downloads, uploads and imports* Contribution reconciliations* Facilitate vesting updates with custodian* Loan and Distribution support* Assist with preparation of Form 5500 and related schedules* Plan payroll processing, as needed* Preparation of custodian correction/update forms, as needed

Little Rock, Arkansas, United States

Assisted senior administrators with plan work Completed payroll contributions for plans Completed distributions (loans, in-service, hardships, mandatory distributions, and etc.)Data reconciliationAssisted senior administrators with special projects when needed

Perform automotive receiving, inventory scanning, vehicle movement, and vehicle delivery preparationInspect vehicles for damage and/or mechanical malfunctionInspect vehicles to ensure compliance with rules, standards, and regulationsCompile estimates for repair costs and secure customer approval to perform repairs

Bachelor'S Degree, Business

Master Of Business Administration - Mba