William H. Email & Phone Number

Gilbertsville, Pa, Us

North Wales, Pennsylvania

Malvern, Pa

* Monitor incoming wires, for timeliness, assure reconciliation of accounts * Research, Analyze and Resolve issues. * Analyzed Monthly Bank Fees for Trust Services* Uncashed Checks database, maintain database and perform outstanding checks cleanup functions.* As of Database, reconcile as of for Company Stock as well as Stable Value funds. Assure that Vanguard is compliant audit procedures. * De-conversion of Uncashed Checks, work with new provider to transfer funding of Uncashed checks that are greater than 6 months outstanding after plan has converted to a new provider.

Malvern, Pa

* Prepare, analyze and review Defined Contribution Annual Plan Reporting packages, as well as Non- Qualified Plan packages* Prepare complex Form 5500 tax filings as required by ERISA under Title 1 regulations * Respond to client and auditor inquiries* Analyze transactional data to prepare and review high complexity Annual Plan Financial Reports* Review and interpret Plan Documents to assure Forms 5500 and all applicable schedules are coded properly

King Of Prussia, Pa

* Prepare government annual report form filings* Assist in preparation of plan design studies and proposals* Performs trust accounting* Respond to client’s inquiries/problems* Assists pension administration specialist in installing new plans* Perform ADP/ACP testing, Profit Sharing calculations, and Safe Harbor calculations* Plan Deconversion, and final 5500 prepartion

Chadds Ford, Pa

* Determine vehicle value by utilizing Manheim Market Reports, Black Book, and NADA* Maintain reports on the sale of the vehicles, showing gain/loss on sales of vehicles, on a daily, monthly, and year end basis.* Coordinate transporting vehicles to auctions and retail outlets* Negotiate auction sales, lessee payoffs, and settlement bills.* Access damages, Title work, and Assign floor pricing.

Dresher, Pa

* Assisted brokers and plan administrators in maintaining 401K accounts, perform compliance ADP/ACP testing.* Assisted less senior associates with escalated phone calls.* Acted in capacity as manager for call center teams in absence of management.* On the job trainer for new hires* Assisted Plan administrators with ADP/ACP testing online, as well as payroll submission. * Answered Plan document inquiries* Assisted in plan conversion, verifying website functionality. Provided online tours of the websites to Plan Administrators as well as Brokers. * I was the liaison between BISYS Retirement Plan Services and Prudential, for broker commission inquiries.

Dresher, Pa

* Assign, change, and draft ownership and beneficiary documents on life insurance policies.* Draft and implement ideas to meet and exceed company goals.* Provide coaching and training to other associates.* Review state laws to determine eligibility of change requests