Melissa Yancy

Melissa Yancy Email and Phone Number

Quality Assurance Analyst, QPA, Retirement Plan Administration @ ftwilliam.com
700 W. Virginia St., Suite 305, Milwaukee,WI 53204,United States
Melissa Yancy's Location
Keller, Texas, United States, United States
About Melissa Yancy

I love the pension business and supporting clients in reaching their goals. I have 18 years experience in both balance forward and daily settings in all facets of third party administration of defined contribution plans (401(k), Multiple Employer Plans, 403(b), Profit Sharing, and Money Purchase) with anywhere from 1 to 6,000 participants. I have put that experience to good work with ftwilliam.com.I have experience working with Nationwide, Transamerica, Great West, ING, Hartford, John Hancock, Met Life, Mass Mutual, American Funds, Symetra, Charles Schwab and AUL/One America.I enjoy the problem solving, research and satisfaction that goes with aiding my clients in finding areas where they can optimize their plan design, get the greatest benefit from their financial house, and correct any plan operational or document issues. My most recent software experience includes Relius and ftwilliam. I have been the office resource for software questions and I am well versed in Microsoft and Adobe products, as well as Crystal Reports. As a resource, I get great satisfaction in supporting my associates.

Melissa Yancy's Current Company Details
ftwilliam.com

Ftwilliam.Com

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Quality Assurance Analyst, QPA, Retirement Plan Administration
700 W. Virginia St., Suite 305, Milwaukee,WI 53204,United States
Website:
ftwilliam.com
Employees:
19
Melissa Yancy Work Experience Details
  • Ftwilliam.Com
    Quality Assurance Analyst
    Ftwilliam.Com Jul 2015 - Present
  • Milliman
    Client Services Administrator
    Milliman May 2013 - Jul 2015
    Dallas, Tx
  • Simpkins & Associates
    Senior Account Manager Retirement Plans
    Simpkins & Associates May 2004 - Feb 2013
    Dallas, Texas
    Administration, consulting and implementation of defined contribution 401(k), profit sharing, 403(b), money purchase, multiple-employer plans in both daily and balance forward environments using Relius Admininstration and ftWilliam,com Administration. Extensive work on procedural improvement and design. Trained and mentored fellow associates. Managed the terminating plans. Corrective actions under EPCRS including VCP filings. Assisted clients with DOL and IRS audits.
  • Wt Benefits, Llc
    Benefits Administrator
    Wt Benefits, Llc Nov 2002 - May 2004
    Dallas/Fort Worth Area
    Administration of defined contribution and 125 welfare benefit plans in both daily and balance forward environments using Datair administration system.
  • Hansel Mccord Company
    Temporary Assignment Plan Administration
    Hansel Mccord Company Sep 2002 - Nov 2002
    Dallas, Tx
  • American Express Retirement Services
    Senior Account Administrator
    American Express Retirement Services 1998 - 2002
    Minneapolis, Mn
    Administration and consulting for defined contribution, non-qualified and 165b Puerto Rican plans in both daily and balance forward environments with Wystar and Omni Plus administration systems.
  • Defined Contribution Administrators (Dca)
    Adminstration Assistant
    Defined Contribution Administrators (Dca) Jan 1998 - Apr 1998
    Robbinsdale, Mn
    Octagon Financial sold their retirement business to DCA. DCA has since changed it's name.
  • Octagon Financial Services Retirement
    Admin Assistant
    Octagon Financial Services Retirement Aug 1997 - Jan 1998
    Bloomington, Mn
  • Tax Sheltered Compensation, Inc. (Tsc)
    Adminstration Assistant
    Tax Sheltered Compensation, Inc. (Tsc) Jul 1997 - Aug 1997
    Golden Valley, Mn
    Universal Pensions Minneapolis Branch was sold to TSC in July of 1997.
  • Universal Pensions - Minneapolis
    Receptionist, Processor, Trust Accountant
    Universal Pensions - Minneapolis Jan 1997 - Jul 1997
    Minneapolis, Mn

Melissa Yancy Skills

Form 5500 Preparation Nondiscrimination Testing Relius Administration Government Filings 5500s Plan Compliance Plan Conversions 401k Defined Benefit Erisa Retirement Plan Consulting Pensions Epcrs Insurance Employee Benefits Defined Contribution Profit Sharing Retirement Planning Relationship Management 403 B Retirement Qualified Retirement Plans Pension Administration Cash Balance

Melissa Yancy Education Details

  • Spring Lake Park High School
    Spring Lake Park High School
    Genreral Studies

Frequently Asked Questions about Melissa Yancy

What company does Melissa Yancy work for?

Melissa Yancy works for Ftwilliam.com

What is Melissa Yancy's role at the current company?

Melissa Yancy's current role is Quality Assurance Analyst, QPA, Retirement Plan Administration.

What schools did Melissa Yancy attend?

Melissa Yancy attended Spring Lake Park High School.

What are some of Melissa Yancy's interests?

Melissa Yancy has interest in Children, Civil Rights And Social Action, Education, Science And Technology, Human Rights, Animal Welfare, Arts And Culture, Health.

What skills is Melissa Yancy known for?

Melissa Yancy has skills like Form 5500 Preparation, Nondiscrimination Testing, Relius Administration, Government Filings, 5500s, Plan Compliance, Plan Conversions, 401k, Defined Benefit, Erisa, Retirement Plan Consulting, Pensions.

Who are Melissa Yancy's colleagues?

Melissa Yancy's colleagues are Jeremy Dull, Nick Keenan, Stephanie W., Matthew Judd, Simri Alas, Jodi Calhoun, Brad Theisen.

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