Melissa Yancy Email and Phone Number
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.
Ftwilliam.Com
View- Website:
- ftwilliam.com
- Employees:
- 19
-
Quality Assurance AnalystFtwilliam.Com Jul 2015 - Present -
Client Services AdministratorMilliman May 2013 - Jul 2015Dallas, Tx
-
Senior Account Manager Retirement PlansSimpkins & Associates May 2004 - Feb 2013Dallas, TexasAdministration, 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.
-
Benefits AdministratorWt Benefits, Llc Nov 2002 - May 2004Dallas/Fort Worth AreaAdministration of defined contribution and 125 welfare benefit plans in both daily and balance forward environments using Datair administration system.
-
Temporary Assignment Plan AdministrationHansel Mccord Company Sep 2002 - Nov 2002Dallas, Tx
-
Senior Account AdministratorAmerican Express Retirement Services 1998 - 2002Minneapolis, MnAdministration 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.
-
Adminstration AssistantDefined Contribution Administrators (Dca) Jan 1998 - Apr 1998Robbinsdale, MnOctagon Financial sold their retirement business to DCA. DCA has since changed it's name.
-
Admin AssistantOctagon Financial Services Retirement Aug 1997 - Jan 1998Bloomington, Mn -
Adminstration AssistantTax Sheltered Compensation, Inc. (Tsc) Jul 1997 - Aug 1997Golden Valley, MnUniversal Pensions Minneapolis Branch was sold to TSC in July of 1997. -
Receptionist, Processor, Trust AccountantUniversal Pensions - Minneapolis Jan 1997 - Jul 1997Minneapolis, Mn
Melissa Yancy Skills
Melissa Yancy Education Details
-
Spring Lake Park High SchoolGenreral 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.
Not the Melissa Yancy you were looking for?
-
-
1webbmason.com
-
2kindredhealthcare.com, usbank.com
-
3yahoo.com, ed.gov, ed.gov
Free Chrome Extension
Find emails, phones & company data instantly
Aero Online
Your AI prospecting assistant
Select data to include:
0 records × $0.02 per record
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial