Consulting and administration work for a client base of 80-90 DC plans, using ftwilliam compliance software. Provides plan design consulting with clients, including coordination with financial advisors, CPAs, and recordkeepers. Manages onboarding of new plans, and plan transitions to new recordkeepers. Responsible for obtaining data from clients to meet compliance deadlines. Completes compliance testing and contribution calculations for clients. Company PensionPro SME, responsible for research, development, and customization to meet company objectives and security management, including training and support to office staff. Review of and training associates in distributions and loans procedures.

Assisting plan participants with distributions and loans from DC and DB plans. Review of plan document provisions and regulations to determine eligibility for distributions and loans. Customer service focused role, including communications with both plan participants and plan sponsors. Training associates in distributions and loans procedures.

Audit and reconcilation of cash register balances and transactions. Review of fraudulent transactions, including identification of counterfeit currency and return fraud. Training and supervision of assistant bookkeeper.

Focusing on department management, including ordering inventory, merchandising, and maintaining corporate standards. Training and supervision of associates. Customer service role in consulting, managing expectations, and assistance.

Selling designer goods online. Included professional product photography, copy writing, and market research.

Tutoring middle school students in math and writing. Beginner and intermediate piano lessons, including instruction in technique, music theory, and music notation.