KRISTY BARULICH
Sentinel Benefits Group
Kinzers,PA
33
years of professional experience
Enthusiastic Retirement Plan Consultant eager to contribute to team's success through hard work, attention to detail and excellent organizational skills. Motivated to learn, grow and excel in the Retirement Plan Industry.
Work History
5500 Consultant
4 Years 7 Months- Prepare annual trust accounting for defined contribution and defined benefit plans.
- Prepare Form 5500 filings for defined contribution and defined benefit plans.
- Prepare Form 5330 filings for late deferrals and ADP/ACP refunds.
- Work closely with Plan Consultant and auditors to obtain information needed to complete the trust accounting and Form 5500 filings.
- Assist in departmental projects, workflows and procedures throughout the year.
RETIREMENT PLAN CONSULTANT
1 Year 5 Months- Prepared and reviewed annual financial statements for Vanguard's Defined Contribution plan clients, ensuring compliance and accuracy
- Prepared and reviewed Form 5500 and applicable schedules for Vanguard's Defined Contribution plan clients, facilitating regulatory compliance
- Served as primary contact for independent auditors and client inquiries about Form 5500 and financial statements.
- Assisted in departmental projects and streamlined workflows and procedures throughout the year, enhancing operational effectiveness
- Current department lead for Robotics
RETIREMENT PLAN CONSULTANT
20 Years 3 Months- Prepare/Review Form 5500 and all applicable schedules for Vanguard's Defined Contribution plan clients
- Prepare/Review annual financial statements for Vanguard's Defined Contribution plan clients
- Main contact for Independent Auditors/Client questions regarding Form 5500/Financial Statements
- Assist in departmental projects, workflows and procedures throughout the year
- Led Robotics department initiatives
STUDENT ASSISTANT
2 Years- Managed daily office operations for team of 3 employees
- Sorted and delivered campus mail efficiently.
- Coordinated front desk inquiries, directing students and visitors to correct campus resources.
- Managed data entry and record updates with accuracy across administrative systems.
- Scheduled appointments and calendars, resolving conflicts and maintaining office workflow.
CASH OFFICE ASSOCIATE
5 Years- Processed accounts receivable and accounts payable to ensure timely financial reporting and accurate records.
- Executed invoicing, researched chargebacks, resolved discrepancies, and completed reconciliations to maintain accurate financial statements.
- Reconciled cash drawers, registers, and safe balances to maintain accurate daily cash office records.
- Prepared bank deposits and verified currency counts for secure, timely store transfers.
- Balanced end-of-day paperwork, identifying and resolving cash variances with precision.
SECRETARY FOR THE CHIEF OF RECREATION
2 Years- Managed daily office operations for team of 12 employees, ensuring smooth workflow and effective communication
- Organized recreational events such as an art show and picnics.
- Supervised inventory and office supply purchases, maintaining adequate resources to support office functions.
Education
Bachelor of Science - Accounting
Skills
Regulatory compliance
Relius
FT Williams
Web Client
MS Office
Attention to detail
Organizational management
Time management
Client relationship management
Dependable team player
Timeline
5500 Consultant
Sentinel Benefits Group
03.2022 - CurrentRead More
RETIREMENT PLAN CONSULTANT
Infosys BPM
10.2020 - 03.2022Read More
RETIREMENT PLAN CONSULTANT
The Vanguard Group
07.2000 - 10.2020Read More
STUDENT ASSISTANT
Goldey Beacom College
01.1998 - 01.2000Read More
CASH OFFICE ASSOCIATE
K-mart
01.1994 - 01.1999Read More
SECRETARY FOR THE CHIEF OF RECREATION
Coatesville Veterans Administration Medical Center
01.1994 - 01.1996Read More
GOLDEY BEACOM COLLEGE
Bachelor of Science from Accounting
Read More