Ruby Welcher Email & Phone Number

Responsible for preparing annual administration, preparing reports and tax forms and running compliance tests, calculating retirement plan contributions, and researching special questions, new rules and regulations for clients.

Sioux City, Iowa

- Accounting and payroll- Employee benefits management- Maintaining financial records in compliance with SEC requirements - Client reporting and quarterly reporting- Setting up client accounts- Fulfilling client account information requests- Executing trades

Sioux City, Ia

Counsel clients and prospects regarding the design, administration and investment performance of their retirement plans. Coordinate compliance tests and maintain plan documents in accordance with ERISA. Educate and advise employees to achieve their retirement goals in group enrollment meetings and individual consultations.

Personal Finance instructor. Instruct students enrolled in the accounting and business programs.

Senior Account Manager - reviewed compliance tests, Form 5500s and schedules prepared by Account Mamagers. Plan design, plan conversion and deconversions, plan terminations, document restatements, and amendments. Coordinated tax reporting (tax withholding returns and 1099-Rs), approved distribution and loan requests. Answered client inquiries relating to the administration of their plan or tax-related issues.Former Administrative Assistant - processed distribution requests, enrollment forms, assisted with compliance testing. Preparation of 1099-Rs, tax withholding returns and amendments.Former Account Manager - performed compliance testing, prepared Plan Sponsor reports and Participant statements, prepared Form 5500 and schedules.