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@valic.com
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Robert Fazekas is listed as Qualified Plan Specialist | ERISA Paralegal | Project Management based in Toledo, Ohio Metropolitan Area, United States. AeroLeads shows a work email signal at valic.com and a matched LinkedIn profile for Robert Fazekas.
Robert Fazekas previously worked as Senior Plan Administrator at Aig Retirement Services and Retirement Plan Specialist at New York Life Investment Management. Robert Fazekas holds Bachelor Of Science In Business Administration from The University Of Toledo.
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Quality-focused professional with a track record for cultivating credibility in processing and analyzing retirement document packages and benefits. Possess in-depth knowledge of tax laws and regulations governing defined retirement benefits and plans; experienced in industry products and services. Critical thinker with keen eye for detail and sound judgment in resolving issues and influencing change within time-sensitive deadlines. Adept at evaluating and easily conveying technical concepts along with delivering document preparation packages. Proven record of performance, reliability, confidentiality and ethical business standards. Works judiciously to become a subject matter expert and consistently achieves outstanding results.Areas of Expertise: Retirement Plan Documents | Build & Maintain Relationships | ERISA Compliance Consultant | Research Technical Issues | Streamline Processes & Procedures | Project Management | Takeover & Mergers | Legislative Restatements
Listed skills include Leadership, Microsoft Office, Management, Erisa Paralegal, and 13 others.
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Generated retirement document packages utilizing Relius software prototype, volume submitter, and individually-designed plans making sure that the plans met the form requirements for §401(a) of the IRC.Ensured retirement plan documentation satisfied Employee Retirement Income Security Act (ERISA), Department of Labor (DOL), IRS and legislative.
Drafted, prepared and submitted plan documentation to the IRS and provided technical support with IRS required submission forms, 5300, 2848 or 8717 along with attachments related to Controlled Group entities, and provided Notices to affected participants in accordance with Department of Labor (DOL) regulations.Served as Plan Administrator Designee for.
Consulted with clients, brokers, and internal associates on compliance issues related to client retirement plan legal documentation, plan restatement, plan termination and merger document packages along with prepared resolutions, plan amendments, and participant notices.Drafted prototype, volume submitter and individually-designed plan document packages.
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Robert Fazekas is listed as Qualified Plan Specialist | ERISA Paralegal | Project Management.
AeroLeads has found 1 work email signal at @valic.com for Robert Fazekas.
Robert Fazekas is based in Toledo, Ohio Metropolitan Area, United States.
Robert Fazekas has worked for Aig Retirement Services, New York Life Investment Management, Pfpc, Inc., and Pca.
You can use AeroLeads to view verified contact signals for Robert Fazekas, including work email, phone, and LinkedIn data when available.
Robert Fazekas holds Bachelor Of Science In Business Administration from The University Of Toledo.
Robert Fazekas is listed with skills including Leadership, Microsoft Office, Management, Erisa Paralegal, Project Management, Microsoft Word, Banking, and Microsoft Excel.
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