Wayne Heath Email & Phone Number

Fort Mill, Sc, Us

Omaha, Nebraska, Us

Dresher, Pa, Us

*Performs compliance testing, testing review, document support, government forms preparation and review of complex retirement plans. *Ensure plans remain tax qualified by meeting all IRS and DOL reporting and testing requirements, this also includes reporting on all accounting and financial activity for the plan.*Prepare all non-discrimination tests and other Compliance related testing on large to moderately complex plans as well as perform contribution calculations.*Review legal plan document and all employee data and determine participant eligibility. *Reconcile and review all financial activity as well as prepare all required government forms.*Calculates complex new comparability calculations and facilitates the training of new comp contributions for the department.*Part of an internal ASC trouble-shooting committee for the company country-wide.*Responsible for training junior analysts on compliance testing and utilizing ASC software.

Dresher, Pa, Us

*Performs compliance testing, testing review, document support, government forms preparation and review of moderately complex retirement plans.*Ensure 401k plans remain tax qualified by meeting all IRS and DOL reporting and testing requirements, this also includes reporting on all accounting and financial activity for the plan.*Prepare all non-discrimination tests and other compliance related testing on large to complex plans as well as perform contribution calculations.*Review legal plan document and all employee data and determine participant eligibility.

Dresher, Pa, Us

*Responsible for ensuring accurate and timely trade submission to various trade vendors based on transaction requests submitted by plan sponsors and individual participants.*Assures accurate pricing and settlement of trade requests into core recordkeeping system.*Create and send trade files for various trade platforms and import pricing and settle daily trades. *Research any trade issues, troubleshooting and resolving problems regarding outgoing trade files to vendors. *Complete Reconciling of Plan Level Accounts and Correction Projects.*Responsible for liquidating and researching the reinvesting of closed funds.

New York, New York, Us

* Assist customers in purchases and requests; secured sales by building customer confidence, offering suggestions and opinions. * Order inventory and interacting with vendors on a daily basis. * Quickly and effectively solve customer challenges. * Kept clientele informed by notifying them of preferred sales and future merchandise of potential interest. * Documented sales by creating and updating customer profile records.

Arlington, Virginia, Us

* Served as a Team Leader with direct responsibility for the management, supervision, discipline, health, welfare, development and readiness for members of the squad. * Led more than 300 dismounted patrols and provided 100% accountability for the management, maintenance and combat readiness of equipment and supplies. * Coordinated the distribution of administrative and training documents, ensuring the professional growth and development of subordinates in the squad. * Prepared and instructed over 100 classes, utilizing Power Point for groups of 30 or more company members. * Led and supervised security applications, including implementing security cordons, searches, sensitive site exploitation, and cataloged items of evidence. * Assisted with the building and implementation of patrol bases for security operations in central Iraq. * Managed the collective training of members in the squad on tactical development of weapon systems, items of radio communications equipment and land navigation technologies.

Associate’S Degree

Education record

Bachelor'S Degree