Professional Summary
Overview
Work History
Education
Skills
Interests
Timeline

BRIAN KRASKA

Alliance Pension Consultants, LLC
BONITA SPRINGS,FL
41
years of professional experience

Detail-oriented Retirement Plan Administrator with expertise in ERISA compliance, annual testing, IRS reporting, and plan documents. Guided participants through retirement plan enrollment, answered plan-related inquiries, and delivered exceptional customer service.

Work History

Retirement Plan Administrator

6 Years 1 Month
Alliance Pension Consultants, LLC | 07.2020 - Current
  • Administered retirement plan compliance through thorough analysis of regulatory requirements and industry standards.
  • Managed client communications to ensure clarity on plan provisions and participant inquiries.
  • Developed and implemented training materials for staff on retirement plan administration processes.
  • Mentored junior staff members, fostering skill development in retirement plan regulations and best practices.
  • Reviewed and updated plan documents regularly, maintaining accuracy and compliance with changing regulations.
  • Managed annual compliance testing and resolved any issues in a timely manner, ensuring regulatory adherence.
  • Maintained open lines of communication with clients, providing prompt responses to inquiries and concerns regarding their retirement plans.

Retirement Plan Administrator

34 Years 6 Months
Reed-Ramsey, Inc. | 12.1985 - 06.2020
  • Assisted in employee education sessions, promoting understanding of retirement benefits and enrollment procedures.
  • Proactively stayed abreast of industry trends and legislative changes, ensuring accurate interpretation and timely implementation within client plans.
  • Maintained sensitive information with strict confidentiality and modeled ethics, professionalism and service orientation in employee interactions.
  • Managed annual compliance testing and resolved any issues in a timely manner, ensuring regulatory adherence.

Education

Bachelor of Science - Actuarial Science

University of Illinois At Urbana-Champaign | Champaign, IL | 06-1985

Skills

Work with plan sponsors to ensure compliance with all regulatory guidelines and laws
Assist plan participants with enrolling in the plan
completing loan and distribution forms
and answering questions related to their plan
Compliance testing
IRS reporting requirements
Non-discrimination testing
Plan document interpretation
Loan administration
Contribution processing
Trust accounting

Interests

Fresh water as well as salt water fishing
collecting diecast car models

Timeline

Retirement Plan Administrator

Alliance Pension Consultants, LLC
07.2020 - CurrentRead More

Retirement Plan Administrator

Reed-Ramsey, Inc.
12.1985 - 06.2020Read More

University of Illinois At Urbana-Champaign

Bachelor of Science from Actuarial Science
Read More
BRIAN KRASKA