
Dynamic team leader with expertise in scheduling, product handling, and team management, committed to enhancing operational efficiency across all areas. Strong proficiency in tax preparation, including familiarity with various tax forms and billing processes. Exceptional customer service skills, complemented by effective written and verbal communication abilities, facilitate positive interactions and foster client satisfaction. Quick learner who adapts seamlessly to new challenges, consistently proving to be dependable, reliable, and efficient in all endeavors.
Facilitated client reviews of compliance and testing results to ensure regulatory adherence.
Conducted timely ERISA 5500 filing processes to ensure compliance with federal regulations.
Oversaw administration and maintenance of client's 401k Plan to ensure operational efficiency.
Assisted in reviewing test results related to top-heavy ADP/ACP testing for safe harbor and QACA compliance. Supported analysis of test outcomes for ADP/ACP testing focusing on safe harbor and qualified automatic contribution arrangements. Participated in evaluation of test results for top-heavy ADP/ACP scenarios concerning safe harbor and QACA protocols.
Executed Plan match verification, and data checks in collaboration with the Plan record keeper.
FPC certificate 2011-2014