Susan Yaggi Email and Phone Number
Susan Yaggi work email
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Susan Yaggi personal email
Experienced Account Representative with a demonstrated history of working in the insurance industry. Skilled in Tax Preparation, Generally Accepted Accounting Principles (GAAP), Retirement Planning, Executive Pay, and Management. Strong sales professional graduated from Indiana University Bloomington.
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Retirement Plan Compliance AnalystEmpowerLouisville, Ky, Us
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Retirement Plan Compliance AnalystEmpower May 2022 - PresentGreenwood Village, Co, Us -
Retirement Plan SpecialistBenefit Plans Plus, Llc Jun 2021 - Mar 2022St. Louis, Missouri, Us -
Client Service Manager IiAdp Aug 2019 - May 2021Roseland, New Jersey, Us -
Account RepresentativeAssuredpartners Mar 2018 - Apr 2019Orlando, Florida, Us -
Contractor, Form 5500 Compliance SpecialistWillis Towers Watson Apr 2017 - Nov 2017London, England, GbPreparation of Form 5500 filings for 7 field offices of Willis Towers Watson (approximately 350 clients due 7/31) -
Senior Benefit SpecialistSomerset Cpas, P.C. Dec 2004 - Mar 2017I prepare and review Form 5500 returns for all employee benefit plans. In addition, I draft plan document, government reporting and disclosure services, retirement plan testing functions for our Employee Benefit Plan clients. I have consulted with clients regarding delinquent 5500 filings through the DFVC program and reviewed retirement plan designs to meet clients' objectives.• Prepare and review Form 5500 returns for defined contribution and welfare employee benefit sponsors.• Draft plan document, government reporting and disclosure services, retirement plan testing functions for the company’s Employee Benefit Plan clients. • Consult and assist plan sponsors in the correction of missed or incomplete filings through the DFVC program.• Perform annual health and welfare nondiscrimination testing for cafeteria and health plans.• Perform annual nondiscrimination testing for defined contribution plans, including ADP/ACP, 402g, 401(a)(4), 410(b) and 415.• Review of current plan sponsor retirement plan designs and consult on changes to meet clients' objectives.• Member of internal PPACA committee and helping plan sponsors comply with Form 720 (PCORI fees), Transitional Reinsurance reporting, Forms 1094/1095 reporting.• Research compliance issues for plan sponsors, internal supervisors to partners, and give guidance on correction programs available under DOL or IRS regulations.
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Supervisor Of Erisa ServicesGardner & White 1991 - 2004Rolling Meadows, Illinois, Us• Reviewed Form 5500 returns for defined contribution and welfare employee benefit sponsors.• Hired and trained staff of 2-3 individuals regarding Erisa regulations and Form 5500 preparation.• Performed annual reviews of staff and review of annual compensation increases and bonuses with management staff.• Consulted with internal defined contribution and welfare departments to assist plan sponsors in maintaining compliance with IRS and DOL regulations and set up of new plans or consolidation of plan designs.• Consulted with external regional sales office personnel and owners regarding their clients Erisa needs. -
Receptionist/BookkeepingRay Schwab, Cpa 1988 - 1989• Scheduled appointments for tax and bookkeeping clients• Assisted in light bookkeeping for clients• Maintained research material binders with updates as received• Performed other administrative functions as needed
Susan Yaggi Skills
Susan Yaggi Education Details
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Indiana University Bloomington -
Greenwood High SchoolBusiness
Frequently Asked Questions about Susan Yaggi
What company does Susan Yaggi work for?
Susan Yaggi works for Empower
What is Susan Yaggi's role at the current company?
Susan Yaggi's current role is Retirement Plan Compliance Analyst.
What is Susan Yaggi's email address?
Susan Yaggi's email address is sh****@****pas.com
What schools did Susan Yaggi attend?
Susan Yaggi attended Indiana University Bloomington, Greenwood High School.
What skills is Susan Yaggi known for?
Susan Yaggi has skills like Employee Benefits, Retirement, Erisa, 401k, Tax, Financial Reporting, Payroll, Accounting, Insurance, Auditing, Retirement Planning, Pensions.
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