Michael Puettmann Email & Phone Number

Updated any changes to annual valuations plan specifications, prepared annual valuations and prepared annual government forms to complete clients annual processingCalculated participant vesting to ensure proper distribution of participant moniesCalculated participant loan amounts, produce loan promissory notes and amortization schedules to ensure.

Processed monthly data to determine employee and employer contributionsUpdated any changes to valuations and prepared annual government forms to complete clients annual plan processingReconciled assets with excellent accuracy and timely processingUploaded census, vesting and loan information from valuation software to investment company for preparation of.

Updated any changes to actuarial valuations, prepared preliminary actuarial valuations and prepared annual government forms to complete clients annual processingPrepared termination quotes, IRS filings, coverage testing and final participant distributions for terminated defined benefit and defined contribution plans to ensure proper plan terminationTracked.

Updated and maintained electric motor catalog to ensure customers knowledge of latest products

Processed payment authorizations received from field representativesResearched AS/400 database to verify previous payments and ensure fund availability, resulting on prompt payments to customersInterfaced with accounts receivable specialists, provided credit memos for clearance of items from trial balance by deadlineCommunicated via telephone and written.

Analyzed bills of lading, proofs of delivery and invoices and processed claims which lowered accounts receivable trial balanceTeamed with accounts receivable specialists, canceled incorrect checks and redistributed proper checks to auditors for on-time paymentsInterfaced with freight carriers and secured support for claim verification