Summary
Overview
Work History
Education
Skills
Timeline
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Michael E Franciskovich QKA,QPA,QKC

Plainfield,IL

Summary

Experienced Client Relationship Manager with extensive expertise in the retirement plan industry. Proven ability to enhance customer experiences through effective communication and in-depth knowledge of compliance testing and plan documentation. Proficient in Relius, Ft. Williams , Datair and Pension Pro, ensuring top-notch service delivery and client satisfaction. Dedicated to fostering long- term relationships and streamlining operational processes for retirement plans.

Overview

26
26
years of professional experience

Work History

Client Relationship Manager

MAP Retirement -Acquired CLA TPA Practice
Appleton, WI
08.2021 - 12.2024
  • Conducted comprehensive compliance testing for diverse 401(k) and 403(b) plans, ensuring adherence to regulations.
  • Collaborated with actuaries to manage Cash Balance and 401(k) combination plans, optimizing retirement solutions.
  • Prepared meticulous 5500 filings for a range of plans, including small and audit size 401(k)s, MEPs, and health and welfare plans, enhancing compliance accuracy.

Account Manager

CliftonLarsonAllen - Acquired by MAP Retirement
Joliet, IL
05.2007 - 08.2021
  • Compliance testing, Document prep, New Business and 5500 prep for over 100 clients
  • Billing prep for clients
  • Posting 12b-1 payments and credits from Recordkeepers

Retirement Plan Administrator

Correll Co.
Hickory Hills, IL
03.1999 - 05.2007
  • Compliance testing for 80 plans
  • Assist in Document and 5500 prep
  • Post trades and prices on daily valuation plans

Education

Bachelor of Arts - Accounting

Illinois Wesleyan University
Bloomington, IL
05-1985

Skills

  • Compliance Testing
  • Plan Documentation
  • 5500 Preparation
  • Client Service Excellence
  • Team Collaboration

Timeline

Client Relationship Manager

MAP Retirement -Acquired CLA TPA Practice
08.2021 - 12.2024

Account Manager

CliftonLarsonAllen - Acquired by MAP Retirement
05.2007 - 08.2021

Retirement Plan Administrator

Correll Co.
03.1999 - 05.2007

Bachelor of Arts - Accounting

Illinois Wesleyan University

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Michael E Franciskovich QKA,QPA,QKC