Support annual reporting package for 23K plans, Form 5500/Form 8955-SSA service for 18K plans, and audit process for 9K plans. Serve as final escalation point for complex filings and partner with key industry contacts to resolve any issues. Provide internal support to Client Services group, plus external support to Fidelity clients and their auditors for timely regulatory filings and financial statement preparation. * Pioneered development and delivery of outreach training program to 13 of the largest audit firms covering 4K audited plans as the first company in the industry to engage audit firms in this way. * Ensured efficient and effective regulatory/technical support for more than 23K defined contribution plans, 18K Form 5500s, and 9K audits each year.* Propelled Form 5500 straight-through processing rate from 0% to 35% in first year.* Played key role in development and production of industry’s most comprehensive report and only report that provided fund management compensation for outside funds.

Prepared asset, liability, income and expense statements; payroll and payroll tax; W2s and 1099s; and tax returns for individuals, partnerships, corporations, franchises, personal property tax, and city tax.