I am the proud parent of two fur babies, Genji the bunny and Pharah the judgmental tabby cat
During my free time, I enjoy my "Granny Hobbies" of Crocheting and gardening I also enjoy a good PC gaming session with my husband and brother
Sarah Schweiger
Paradise,CA
Summary
Accomplished Pension Consultant with a proven track record at The Ryding Company, specializing in DB/DC Combo Plan caseloads and compliance testing. Proficient with ASC and FTW filing systems, I excel in client relationship building and process optimization, significantly enhancing operational efficiency. Skilled in MS Office and continuous improvement methodologies, I consistently prioritize clients needs.
Overview
22
22
years of professional experience
Work History
Pension Consultant
The Ryding Company
07.2021 - Current
- Pension Plan Consultant with a DB/DC Combo Plan caseload.
- Main point of contact for client communication, calls, meetings and any other form of correspondence.
- Performs Annual Compliance Testing for Combo Plans, DC/401k and Cash Balance/Defined Benefit Plans.
- Prepares Annual Valuations, Trust Accounting, Form 5500(and attachments), Schedule SB(and attachments) and Participant statements.
- Prepares DB/CB contributions and distributions with Actuary review.
- Amendment and Plan Document preparation and/or review.
Pension Administrator
Quantech Pensions, LLC
09.2013 - 07.2021
- Prepared DC Plan compliance testing, Valuations, Form 5500(and schedules)
- Prepared Form 1096, 1099-R and 945 and distribution packages
- Prepared Plan Amendments and Plan Document Restatements
- Main point of contact for client calls, emails and meetings
- Prepared Participant Loan Documents and packages
TPA Assistant
Swick & Associates, Inc.
03.2003 - 08.2013
- Front Desk Receptionist
- Organized and filed brokerage statements
- Prepared and mailed out admin packages
- Performed Trust Accounting
- Clerical Work/Data Entry
Education
CBS
ASPPA
01-2024
QKA -
ASPPA
02-2021
Business & Accounting
Cerritos College
Norwalk, CA01-2007
High School Diploma -
Bellflower High School
Bellflower, CA06-2006
Skills
- MS office - Word, Excel, Outlook
- ASC Valuation System
- ASC Plan Documents and Form 5500 filing system
- FTW Form 5500 filing system
- Client relationships
- Continuous improvement
- Process optimization
- Client requirements assessment
Interests
Timeline
Pension Consultant
The Ryding Company
07.2021 - Current
Pension Administrator
Quantech Pensions, LLC
09.2013 - 07.2021
TPA Assistant
Swick & Associates, Inc.
03.2003 - 08.2013
CBS
ASPPA
QKA -
ASPPA
Business & Accounting
Cerritos College
High School Diploma -
Bellflower High School
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