Sarah DuRee
Omaha,United States
Summary
Objective To obtain an exciting career opportunity that will personally challenge me while utilizing my collegiate and graduate studies, my time management skills, and my zest for learning.
Overview
6
6
years of professional experience
1
1
Certification
Work History
DC Compliance Associate
Milliman, Inc.
08.2024 - Current
- Conducted ACP/ADP, coverage, and broader compliance testing for non-pension retirement plans, documenting results for annual audit packages and annual allocations.
- Collaborated with auditors on Form 5500 filings and revisions, supplying compliance test results and supporting documentation from FT Williams and Relius Software Systems.
- Performed coverage testing and prepared compliance-related adjustments for non-pension plans, utilizing FT Williams and Relius outputs to ensure accurate annual allocations.
- Remote
Conversion Specialist
JOCELYN PENSION CONSULTING
05.2024 - 08.2024
- Used FT Williams and Relius Software Systems
- Responsible for plan termination and plan conversion paperwork
- Handled setting up plans in Relius
Plan Consultant
PASI, LLC
12.2022 - 05.2024
- Handled ACP/ADP testing, Compliance testing, and coverage testing
- Prepared Safe Harbor, match, and profit-sharing calculations
- Responsible for annual reporting
- Prepared Form 5500 and schedules, Form 8955-SSA, Form 5330
- Handles patient relations
- Uses FT Williams and Relius Software systems
- Coordinates with a variety of recordkeepers
Account Manager
Benefit Plans, Inc.
Omaha, United States
07.2020 - 12.2022
- Handled ACP/ADP testing, Compliance testing, and coverage testing
- Prepared Safe Harbor, match, and profit-sharing calculations
- Responsible for annual reporting
- Trained other employees in Relius and other reporting and compliance items
- Prepared Form 5500 and schedules, Form 8955-SSA, Form 5330
- Handled distribution requests, phone calls, and customer service
Education
Master of Business Administration (MBA) - Finance
Concordia University
Nebraska, United States12-2020
Bachelor of Science - Biology
Concordia University
Nebraska, United States05-2020
Skills
- Strong Work Ethic
- Interpersonal Skills
- Problem Solver
- Team Oriented
- Planner
- Organizing Skills,
- Self-Starter, Coachable
- Strong Written and Oral Communication Skills
Websites
Certification
- Excel Essential Training Office 365 Mar 2023
- Qualified 401(k) Administrator, ASPPA Jun 2026
- Qualified 401(k) Consultant, ASPPA
Languages
English
Timeline
DC Compliance Associate
Milliman, Inc.
08.2024 - Current
Conversion Specialist
JOCELYN PENSION CONSULTING
05.2024 - 08.2024
Plan Consultant
PASI, LLC
12.2022 - 05.2024
Account Manager
Benefit Plans, Inc.
07.2020 - 12.2022
Bachelor of Science - Biology
Concordia University
Master of Business Administration (MBA) - Finance
Concordia University