Jon Beveridge

Experience

• 

  Principal Financial Group

  Jun 1994 - Apr 2000

  Assistant Manager - DC Pension Administration; Pension Training Associate; Pension Service Associate

  • Lead team of 12 Pension Service Associates in providing excellent service and building long-term relationships with external 401k customers.• Interview and select candidates to fill Pension Service Associate role.• Develop team members to achieve maximum potential while meeting profitability goals.• Carry ultimate responsibility for over 350 defined contribution retirement plans with $800 million in assets.

• 

  Fidelity Investments

  Apr 2000 - Jul 2003

  5500 Compliance Specialist

  • Prepare Annual Form 5500 filing for 125 401k clients in the Emerging Corporate Market segment.• Answer client questions/concerns on 5500 helpline and assist client managers in answering client/auditor questions related to Form 5500.• Assist with development and training of new specialists.• Participate in projects to prepare department for filing season, including all written communications.

• 

  E.S. Beveridge & Associates, Inc.

  Jul 2003 - now

  • Provide excellent customer service to self-funded and fully-insured health plan clients including reporting and annual renewal presentation.• Prepare and analyze self-funded health plan financial reporting, and prepare ERISA health plan document restatements and updates to maintain regulatory compliance.• Implement conversion of health claims processing system including vendor selection, project management/implementation, convert historical data and train end users.• Manage company finances including AP and AR.• Manage vendor relationships for operations and IT. Show less

  • President

    Sept 2020 - now

  • Service Coordinator / Vice-President

    Jul 2003 - now