Theresa Ruby, Qka

Theresa Ruby, Qka Email and Phone Number

Compliance Specialist at Plan Design Consultants, Inc. @ Plan Design Consultants, Inc.
Theresa Ruby, Qka's Location
Fresno, California, United States, United States
Theresa Ruby, Qka's Contact Details
About Theresa Ruby, Qka

Over 20 years of full-charge accounting preceded my career change to a Plan Administrator.I am very capable in handling large or small Plans and complex Trust Accounting. I am extremely computer literate and very detail oriented.Specialties: • Coverage Testing: Benefits, Rights & Features; IRC §410(b) with Ratio Percentage & Average Benefits• Non-Discrimination Testing: ADP; ACP; IRC §414(s); & IRC §401(a)(4)• Compliance Testing: Annual Additions IRC §415; Annual Deferrals IRC §402(g); & Top Heavy IRC §416(g)• Reporting: 5500 Forms with associated Schedules & Attachments, 8955-SSA, Form 5330, as well as PBGC filings•Work with outside Actuaries on CB/DC combo and DB Plans

Theresa Ruby, Qka's Current Company Details
Plan Design Consultants, Inc.

Plan Design Consultants, Inc.

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Compliance Specialist at Plan Design Consultants, Inc.
Theresa Ruby, Qka Work Experience Details
  • Plan Design Consultants, Inc.
    Compliance Specialist
    Plan Design Consultants, Inc. Jan 2017 - Present
    Carlsbad, Ca, Us
    Starting January 30, 2017, I joined the smart, easy, awesome team!I do calculations and compliance for DC and work with the actuary on hybrid DC/CB or DB/4K Plans. I prepare 5500 series forms.
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  • T'S Web Design
    Owner
    T'S Web Design 1996 - Present
    I create easy to navigate, accessible web sites that receive well targeted hits. I register domain names and host sites. I am willing to barter for desired services.
    View
  • Newport Group
    Relationship Manager/Compliance Analyst
    Newport Group Oct 2015 - Jan 2017
    Dresher, Pa, Us
    Full-Service DC plan Administration for clients not on our bundled platform. I service a book of 80 clients with assets held at a variety of investment houses. My clients include those with pooled and segregated funds and those with and without Safe Harbors in place.
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  • Wespac Plan Services, Llc
    Plan Administrator
    Wespac Plan Services, Llc Nov 2011 - Jul 2015
    Full-Charge Plan Administration. In this capacity I am the contact for all aspects of Plan Administration including participant distributions and employer contribution calculations. I provide daily administrative assistance to our clients, the Plan Sponsors.In addition to the Coverage, Non-Discrimination, Compliance Testing, and Form 5500 series reporting required for qualified plan administration, I also provide preliminary YE testing to clients. I am able to offer a variety of ways to maximize their contribution to their desired levels and avoid YE test failures; up to and including, modification their Plan design.
  • Moore Grider & Company
    Plan Administrator
    Moore Grider & Company Mar 2008 - Aug 2009
    As a member of the Pension Team at this CPA firm, I was responsible for Coverage, Non-Discrimination, and Compliance Testing.I prepared Trust Accounting; CPA work papers; and 5500 Forms with associated schedules & attachments; and calculated self-corrections & prepared 5330 Forms.I maintained detailed, accurate census information and calculated & allocated employer contributions. I prepared investment transmittals and allocated participant contributions.
  • Benefit Street, Inc.
    Plan Administrator
    Benefit Street, Inc. Aug 2004 - Oct 2007
    Continued to provide my clients with excellent customer service and assisted them in maintaining the qualified status of their plans. Benefit Street purchased CKS Employee Benefit Systems, my position remained the same.
  • Cks Employee Benefit Systems, Inc
    Plan Administrator
    Cks Employee Benefit Systems, Inc Sep 2003 - Aug 2004
    Full-Charge Plan Administration for over 60 clients. In this capacity I was the contact for all aspects of Plan Administration including Participant Distributions and contribution calculations. I provided excellent daily administrative assistance to our clients, the Plan Sponsors.In addition to the Coverage, Non-Discrimination, Compliance Testing, and 5500 reporting required for qualified plan administration, I also provided preliminary YE testing to clients offering a variety of ways to maximize their contribution to their desired levels and avoid YE test failures; up to and including, modification their Plan design.I prepared all correspondence and ensured Plan Documents maintained compliant with IRS and DOL rules and regulations.
  • Jh Siroonian, Inc.
    Accountant
    Jh Siroonian, Inc. 1998 - 2002
    Reviewed data from Bookkeepers and A/P clerk to ensure proper G/L coding and period reporting. Maintained General Ledger and produced Financial Statements for Western Chrome, one of their subsidiaries.Implemented a new computerized accounting system including staff training, and procedures management. Maintained detailed cost-of-goods sold and inventory evaluation records to supplement those produced by the accounting system. Provided desktop user support.
  • Arco Alaska Pipelines
    Accounting Clerk And Senior Secretary
    Arco Alaska Pipelines 1994 - 1998
    Filled in for Oil Movements inventory control. Performed A/R invoicing and A/P processing.Provided executive secretarial support for senior management.Web Master for group web site. Desktop user support and computer liaison between Anchorage, AK and Long Beach, CA offices.Served on United Way Day of Caring and Safety Committees.
  • Food Bank Of Alaska
    Full-Charge Bookkeeper And Office Manager
    Food Bank Of Alaska 1989 - 1993
    Budget design, tracking and reporting; including variance analysis and financial statement preparation. Restricted funds management, including grants, FEMA, and TEFAP. Donor database design, maintenance, and implementation.Representative on Finance and Personnel Committees as well as Budget Sub-Committee.Supervised up to 10 volunteers and staff members.

Theresa Ruby, Qka Skills

Accounting Employee Benefits Social Media Access Compliance Testing Payroll Management Budgets Microsoft Office Microsoft Word Web Design Training Leadership Team Building Customer Service Strategic Planning Marketing Microsoft Excel Acp Finance Outlook Financial Statements Accounts Receivable Financial Analysis Accounts Payable

Theresa Ruby, Qka Education Details

  • University Of Alaska Anchorage
    University Of Alaska Anchorage
    Accounting
  • Alaska Business College
    Alaska Business College
    Accounting & Word Processing

Frequently Asked Questions about Theresa Ruby, Qka

What company does Theresa Ruby, Qka work for?

Theresa Ruby, Qka works for Plan Design Consultants, Inc.

What is Theresa Ruby, Qka's role at the current company?

Theresa Ruby, Qka's current role is Compliance Specialist at Plan Design Consultants, Inc..

What is Theresa Ruby, Qka's email address?

Theresa Ruby, Qka's email address is tr****@****ign.com

What schools did Theresa Ruby, Qka attend?

Theresa Ruby, Qka attended University Of Alaska Anchorage, Alaska Business College.

What are some of Theresa Ruby, Qka's interests?

Theresa Ruby, Qka has interest in Arts And Culture.

What skills is Theresa Ruby, Qka known for?

Theresa Ruby, Qka has skills like Accounting, Employee Benefits, Social Media, Access, Compliance Testing, Payroll, Management, Budgets, Microsoft Office, Microsoft Word, Web Design, Training.

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