Steve Mcinally Email & Phone Number

Paoli, Pa, Us

Radnor, Pa

Radnor, Pa

• Paralegal in employee benefits field with emphasis in retirement plans• Extensive knowledge of ERISA, Internal Revenue Code and Regulations• Qualified retirement plan design, consulting and administration for profit sharing, 401(k), 403(b) money purchase, target benefit, defined benefit, SEP, cash-balance, integrated, age-weighted and cross-tested plans• Health and welfare and Section 125 plan design, compliance testing and annual reporting.• Restated and amended DB and DC… Show more • Paralegal in employee benefits field with emphasis in retirement plans• Extensive knowledge of ERISA, Internal Revenue Code and Regulations• Qualified retirement plan design, consulting and administration for profit sharing, 401(k), 403(b) money purchase, target benefit, defined benefit, SEP, cash-balance, integrated, age-weighted and cross-tested plans• Health and welfare and Section 125 plan design, compliance testing and annual reporting.• Restated and amended DB and DC retirement plan documents as required for remedial amendment cycles and plan termination• Provided consulting and oversight for plan mergers, acquisitions and spin-offs as the result of asset and stock sale transactions• Administration: Prepared Form 5500s, annual PBGC reports, summary annual reports, trust accounting, contribution allocations, benefit statements, RMD calculations, plan loans, hardship withdrawals, benefit calculations and nondiscrimination testing (coverage, ADP/ACP, safe-harbor 401(k) designs, 401(a)(4) general testing, controlled groups, affiliated service groups, QSLOBS, and Compensation under IRC Sections 415 and 414(s) and top heavy)• Researched retirement plan defects and submited corrections under the IRS EPCRS Voluntary Corrections Program• Represented clients on behalf of the IRS upon plan audit• 403(b) plan compliance: (1) Worked directly with ERISA fiduciary oversight and investment committees for church, university and non-profit organizations; (2) prepared plan design studies, (3) vendor fee and expense analysis and (4) consulting and oversight for implementation of hardship and loan compliance monitoring systems for multiple vendor arrangements• Trained and managed staff for Form 5500 workflow and compliance• Trained staff on topics such as the IRS Employee Plans Compliance Resolution System, plan document amendments and restatementsunder Rev. Proc. 2007-44 and document retention requirements (corporate and ERISA guidelines) Show less

Actuarial, employee benefits and retirement plan consulting.

Ba, Communications

Bachelor Of Arts, Communications