Rob Lyden

Rob Lyden Email and Phone Number

Director of Retirement Plan Solutions at Robin S. Weingast & Associates, Inc. @ Robin S. Weingast & Associates, Inc.
garden city, new york, united states
Rob Lyden's Location
Garden City, New York, United States, United States
Rob Lyden's Contact Details

Rob Lyden personal email

n/a
About Rob Lyden

2000 - present Plan administration, testing, and corrective measures for large MEP/SEP defined contribution pension plans. Perform annual ADP/ACP, IRC 415, IRC 404, IRC 414(s), IRC 401(a)(4), IRC 410(b), IRC 416, IRC 402(g) and combined plan tests. Reconcile trust assets for form 5500 preparation and provide audit assistance. Calculate tiered matching, cross-tested profit sharing, integrated profit sharing and safe harbor allocations.. Proactively maintain current knowledge database of compliance and regulatory changes and updating procedures as necessary. Ability to track and manage large volumes of work

Rob Lyden's Current Company Details
Robin S. Weingast & Associates, Inc.

Robin S. Weingast & Associates, Inc.

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Director of Retirement Plan Solutions at Robin S. Weingast & Associates, Inc.
garden city, new york, united states
Website:
rswtpa.com
Employees:
12
Rob Lyden Work Experience Details
  • Robin S. Weingast & Associates, Inc.
    Retirement Plan Manager
    Robin S. Weingast & Associates, Inc. Dec 2019 - Present
    Garden City, New York, United States
  • Dunbar, Bender & Zapf, Inc.
    Sr. Compliance Analyst
    Dunbar, Bender & Zapf, Inc. Aug 2019 - Nov 2019
    P.A
  • Magii Pension Services Llc
    Director Of Retirement Plan Administration
    Magii Pension Services Llc Apr 2014 - Jul 2019
  • Transamerica
    Sr. Compliance Manager
    Transamerica Sep 2010 - Apr 2014
  • Accurecord  Inc.
    Sr. Compliance Manager Department Head
    Accurecord Inc. Jan 2000 - Sep 2010
    Edgewood
    Plan administration, testing, and corrective measures for large MEP/SEP defined contribution pension plans. Perform annual ADP/ACP, IRC 415, IRC 404, IRC 414(s), IRC 401(a)(4), IRC 410(b), IRC 416, IRC 402(g) and combined plan tests. Reconcile trust assets for form 5500 preparation and provide audit assistance. Calculate tiered matching, cross-tested profit sharing, integrated profit sharing and safe harbor allocations.. Proactively maintain current knowledge database of compliance and regulatory changes and updating procedures as necessary. Ability to track and manage large volumes of work within timing and quality standards. Management of combined 400 plans.
  • Gap Inc./Gap
    Manager
    Gap Inc./Gap Jan 1996 - Dec 1999

Rob Lyden Skills

401k Profit Sharing Defined Contribution Pensions Auditing Financial Services Finra Series 63 Series 7 Retirement Planning Securities Retirement Investments Aml Mutual Funds Securities Regulation Series 24 Ofac Anti Money Laundering Broker Dealer Sec Kyc

Rob Lyden Education Details

  • Rpf-1 Rpf-2 Asppa
    Rpf-1 Rpf-2 Asppa
    Compliance
  • Lrn Legal Knowledge Compay
    Lrn Legal Knowledge Compay
  • Sachem
    Sachem

Frequently Asked Questions about Rob Lyden

What company does Rob Lyden work for?

Rob Lyden works for Robin S. Weingast & Associates, Inc.

What is Rob Lyden's role at the current company?

Rob Lyden's current role is Director of Retirement Plan Solutions at Robin S. Weingast & Associates, Inc..

What is Rob Lyden's email address?

Rob Lyden's email address is rl****@****ica.com

What schools did Rob Lyden attend?

Rob Lyden attended Rpf-1 Rpf-2 Asppa, Lrn Legal Knowledge Compay, Sachem.

What are some of Rob Lyden's interests?

Rob Lyden has interest in Human Rights.

What skills is Rob Lyden known for?

Rob Lyden has skills like 401k, Profit Sharing, Defined Contribution, Pensions, Auditing, Financial Services, Finra, Series 63, Series 7, Retirement Planning, Securities, Retirement.

Who are Rob Lyden's colleagues?

Rob Lyden's colleagues are Stephanie Duren.

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