Pension Administrator
Current• Analyzed and calculated asset statement values rate of return and gain/loss for the beginning and the end of the year for clients in Datair and Excel • Managed and create invoices, and processed payments in Quickbooks for 164 clients• Filed and processed IRS Forms such as 5500 EZ and SF, Schedule SB’s , and 5330 to ensure accuracy of client tax and pension information.• Created and maintained loan schedules, contributions, and asset statements of 401(k) and Defined Benefit plans in Excel