Experience

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  U.s. department of veterans affairs

  May 2005 - Aug 2005

  Data analyst intern
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  Findley davies, inc.

  May 2006 - Apr 2015

  Senior administrator

  As a Senior Administrator, I work with companies to provide the most effective retirement benefits to their employees. I work directly with the employees to educate them about retirement benefits. I have also helped with our intern program in the Defined Contribution Administration and Recordkeeping Practice. I attend job fairs annually to help with recruitment.I am the co-chair of the Culture Committee at Findley Davies. This committee meets to discuss the culture of the company and plans various events to get people from different practices together. I also participate in the mentoring program. I have earned the Qualified 401(k) Administrator (QKA) designation from the American Society of Pension Professionals and Actuaries (ASPPA). Show less

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  Hcr manorcare

  Apr 2015 - Jun 2016

  Benefits administrator, health plans

  I am responsible for the administration and legal compliance of Welfare Benefit Plans, Medical and Prescription Drug Programs for HCR ManorCare's 50,000+ employees. I review Employee Benefit Appeals and also reviewing ACA Eligibility. I work with many of our vendors who provide a service to our medical plan including our telemedicine vendor, prescription vendor, price transparency tool vendor, and many more.

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  Pension innovations & consulting, llc

  Jul 2016 - now

  Consultant

  • Prepare annual trust accounting and valuation reports as well as IRS Form 5500 and Summary Annual Report• Prepare annual compliance testing and calculation of contribution amounts• Collaborate with Plan Sponsor and Administrator to ensure timely and accurate account processing• Reconcile Employer Plan contributions to Trust reports• Handle client/participant calls regarding plan provision questions in a timely and efficient manner• Calculate distribution processing, QDRO’s, contribution allocations, loan processing and correspondence out• Review hardship distributions on an individual basis and determine eligibility per the guidelines outlined by the IRS• Prepare client communications and Participant Fee Disclosure Notices• Annual Audit Package preparation and completion for Large Plan Form 5500 Audits Show less