Beruflich Dokumente
Kultur Dokumente
Consultant for over sixty small and medium size retirement plans.
Responsible for the installation and administration of defined
benefit and defined contribution plans. Served as contact between
clients, the IRS, actuary, legal counsel, accounting and financial
institutions. Researched and responded to questions from the plan
sponsors, calculated retirement benefits, performed plan asset
valuation and compiled data for annual preparation of government
reporting forms. Developed database for workflow and billing
purposes.
BOLTON, OFFUTT, DONOVAN, INC. Baltimore, MD 1995-1997
PENSION ADMINISTRATOR