Michael Epps Email & Phone Number

San Diego, CA, US

California, United States

- Manage client and advisor relationships- Service qualified plans up to $5 million in assets- Provide guidance for 401k plan administration to sponsors- Work with ERISA and compliance teams to get plans through annual testing- Research and resolve plan issues- Lead daily internal reporting efforts- Prepare and deliver reports to sponsors, advisors and.

California, United States

- Service qualified retirement plans including 401(k) and 403(b) plans- Perform ad-hoc research- Run and generate internal reports- Assist with cash management and reconciliation- Bridge the gap between the front and back office to process contributions and distributions- Assist with calculations and plan corrections- Prepare and deliver audit related.

- Plan and develop, and maintain multiple company sites- Monitor and ensure site health and security- Develop plugins and custom solutions for specific needs using Javascript and PHP- Create clean front end designs using CSS- Optimize sites for safety and performance

Associate'S Degree, Finance, General

Certificate, Data Science And Visualization

Covered and intense curriculum of Data Science & Visualization skills and techniques including - Python - Pandas - Web Scraping - SQL.