Mindy Huffines Email & Phone Number

Mindy Huffines is a Senior Plan Manager at OneAmerica at OneAmerica.

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  Senior Plan Manager

  Oneamerica

  Jul 2012 - Present - Indianapolis, Indiana, United States

  • Plan Administration Roles and Responsibilitieso Responsible to collaborate and communicate constantly with clients, accountants, and attorneys to ensure compliance and accuracy of plan administration.o Collecting all necessary information from clients and their companies to accurately calculate contributions.o Reviewing the plan for any compliance issues regarding contributions or distributions o Completing valuations, 5500 reports, and1099-R forms.o Calculate required minimum distributions and distribution forms and complete billing for each client based on calculated distributions. • Another responsibility of plan administration is compliance testing for ADP/ACP, Top Heavy, 415, 404, 410b, 409P, and Dividend Testing to ensure that plan administration is done correctly in order to comply with federal laws and regulations as well as ensuring that clients are receiving the distributions they are owed.• Plans worked on: Employee Stock Ownership,401k Safe harbor, Money Purchase – Quarterly, Semi-Annual, Annual, Daily