Internship Presentation
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Junna Gazmen is applying for a summer 2016 internship at G&A. She is a student at the University of Portland studying finance and marketing. Her internship would involve rotations in legal, HR/people, finance, and accounting to gain experience and apply her education. She has a variety of relevant projects listed for each area. Her long term goals are to graduate, get a job in finance management, and be happy in her career.
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Emily Chang CPA, MBA
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Roberts, Carrie - July 21, 2020 Resume - Retirement Plan and ESOP Consultant
Trained in the legal field as an Employee Benefits Paralegal/ESOP Consultant with a passion for ERISA, retirement plans and Employee Stock Ownership Plans (ESOP). Motivated to help clients with each stage of an ESOP and meet them where they are in the process. Experience with setting up the ESOP, ongoing compliance and ending the journey of the ESOP that is ready for termination and distribution. Energized when interacting with clients and others about new legal changes, better ways to organize and problem solve. Seek reasonable solutions with a strong commitment to producing quality and timely work product. Experienced ability to organize and multi-task in a fast-paced work environment. Years of experience utilizing the IRS and DOL compliance programs (VCP and DFVCO requests). Familiar with compliance tests including IRC 401(a) general nondiscrimination, ADP/ACP, 410(b) coverage, 416 top heavy tests and 409(p) tests. Excellent communication skills, written, verbal and in-person.
Roberts, Carrie - July 20, 2020 Resume - Retirement Plan and ESOP Consultant
Trained in the legal field as an Employee Benefits Paralegal/Pension Benefit Consultant with a passion for ERISA, pension plans, pension benefits and other retirement plans. Motivated to help clients with each stage of benefit planning and meet them where they are in the process. Experience with setting up a qualified plan, ongoing compliance and ending the journey of the pension plan that is ready for termination and distribution. Energized when interacting with clients and others about new legal changes, better ways to organize and problem solve. Experienced with both the set up and maintaining of orderly files for several pension plan clients on extranet databases to solve client problems with locating documents for benefit calculations and claims for benefits. Seek reasonable solutions with a strong commitment to producing exceptional customer service. Ability to organize and multi-task in a fast-paced work environment. Prepared hundreds of accurate and timely participant communications, letters, statements, and legal notices. Experience in preparing for trustee meetings and pension plan committee meetings, and periodic attendance to meetings. Insight for utilizing the IRS and DOL compliance programs (VCP and DFVCO requests). Familiar with retirement applications, benefit calculations, pension payout, compliance tests including IRC 401(a) general nondiscrimination, ADP/ACP, 410(b) coverage, 416 top heavy tests and 409(p) tests. Flexibility to work additional hours during peak activity months to meet deadlines. Excellent communication skills, written, verbal and in-person.
Roberts, Carrie - July 15, 2020 Resume - Retirement Plan and ESOP Consultant
Trained in the legal field as an Employee Benefits Paralegal/ESOP Consultant with a passion for ERISA, retirement plans and Employee Stock Ownership Plans (ESOP). Motivated to help clients with each stage of an ESOP and meet them where they are in the process. Experience with setting up the ESOP, ongoing compliance and ending the journey of the ESOP that is ready for termination and distribution. Energized when interacting with clients and others about new legal changes, better ways to organize and problem solve. Seek reasonable solutions with a strong commitment to producing quality and timely work product. Experienced ability to organize and multi-task in a fast-paced work environment. Years of experience utilizing the IRS and DOL compliance programs (VCP and DFVCO requests). Familiar with compliance tests including IRC 401(a) general nondiscrimination, ADP/ACP, 410(b) coverage, 416 top heavy tests and 409(p) tests. Excellent communication skills, written, verbal and in-person.
Qualification Brief:
• Talented project manager with proven ability to communicate among advisors, CPAs, and attorneys regarding the operation of plans
• Extensive knowledge on legislative regulations of defined contribution plans, published client alerts and speaker presentations for clients and peers
• Responsible for client plans, act as a resource for technical issues in the legal field including ESOP and 401(k) plans
• Detail oriented and supportive resource for several clients, providing analytical support for attorneys on multiple tasks and others in a consulting compacity
• Highly effective collaborator within all levels and departments of the organization
• Motivated client engagement, effective and clear communicator with a dedicated and smart work ethic
• Areas of subject matter expertise: employee benefits, qualified plans, ESOP/KSOPs, 401(k) plans, defined contribution plans, defined benefit plans, cash balance plans
• Strong computer skills including Microsoft Office (Excel, Outlook, Word and PowerPoint); experience with Relius
Roberts, Carrie - July 3, 2020 Resume - Retirement Plan and ESOP Consultant
Trained in the legal field as an Employee Benefits Paralegal/ESOP Consultant with a passion for ERISA, retirement plans and Employee Stock Ownership Plans (ESOP). Motivated to help clients with each stage of an ESOP and meet them where they are in the process. Experience with setting up the ESOP, ongoing compliance and ending the journey of the ESOP that is ready for termination and distribution. Energized when interacting with clients and others about new legal changes, better ways to organize and problem solve. Seek reasonable solutions with a strong commitment to producing quality and timely work product. Experienced ability to organize and multi-task in a fast-paced work environment. Years of experience utilizing the IRS and DOL compliance programs (VCP and DFVCO requests). Familiar with compliance tests including IRC 401(a) general nondiscrimination, ADP/ACP, 410(b) coverage, 416 top heavy tests and 409(p) tests. Excellent communication skills, written, verbal and in-person.
Roberts, Carrie - July 9, 2020 - Retirement Plan and ESOP Consultant
Trained in the legal field as an Employee Benefits Paralegal/ESOP Consultant with a passion for ERISA, retirement plans and Employee Stock Ownership Plans (ESOP). Motivated to help clients with each stage of an ESOP and meet them where they are in the process. Experience with setting up the ESOP, ongoing compliance and ending the journey of the ESOP that is ready for termination and distribution. Energized when interacting with clients and others about new legal changes, better ways to organize and problem solve. Seek reasonable solutions with a strong commitment to producing quality and timely work product. Experienced ability to organize and multi-task in a fast-paced work environment. Years of experience utilizing the IRS and DOL compliance programs (VCP and DFVCO requests). Familiar with compliance tests including IRC 401(a) general nondiscrimination, ADP/ACP, 410(b) coverage, 416 top heavy tests and 409(p) tests. Excellent communication skills, written, verbal and in-person.
Roberts, Carrie - Retirement Plan and ESOP Consultant
Trained in the legal field as an Employee Benefits Paralegal/Pension Benefit Consultant with a passion for ERISA, pension plans, pension benefits and other retirement plans. Motivated to help clients with each stage of benefit planning and meet them where they are in the process. Experience with setting up a qualified plan, ongoing compliance and ending the journey of the pension plan that is ready for termination and distribution. Energized when interacting with clients and others about new legal changes, better ways to organize and problem solve. Experienced with both the set up and maintaining of orderly files for several pension plan clients on extranet databases to solve client problems with locating documents for benefit calculations and claims for benefits. Seek reasonable solutions with a strong commitment to producing exceptional customer service. Ability to organize and multi-task in a fast-paced work environment. Prepared hundreds of accurate and timely participant communications, letters, statements, and legal notices. Experience in preparing for trustee meetings and pension plan committee meetings, and periodic attendance to meetings. Insight for utilizing the IRS and DOL compliance programs (VCP and DFVCO requests). Familiar with retirement applications, benefit calculations, pension payout, compliance tests including IRC 401(a) general nondiscrimination, ADP/ACP, 410(b) coverage, 416 top heavy tests and 409(p) tests. Flexibility to work additional hours during peak activity months to meet deadlines. Excellent communication skills, written, verbal and in-person.
Qualification Brief:
• Talented project manager with proven ability to communicate among advisors, CPAs, and attorneys regarding the operation of defined benefit and defined contribution retirement plans
• Extensive knowledge on legislative regulations of defined contribution plans, published client alerts and speaker presentations for clients and peers
• Served as primary contact and expert in the area of pension plans with responsibility for client plans and as a resource for technical issues including for Qualified Domestic Relations Orders
• Strong attention to detail and supportive resource for several clients, providing analytical support for attorneys on multiple tasks and others in a consulting and coordinator capacity
• Highly effective collaborator within all levels and departments of the organization
• Areas of subject matter expertise: employee benefits, qualified plans, ESOP/KSOPs, 401(k) plans, defined contribution plans, defined benefit plans, cash balance plans
• Computer proficiency including with Microsoft Office (Excel, Outlook, Word and PowerPoint); experience with Relius
Roberts, Carrie - July 14, 2020 Resume - Retirement Plan and ESOP Consultant
Trained in the legal field as an Employee Benefits Paralegal/ESOP Consultant with a passion for ERISA, retirement plans and Employee Stock Ownership Plans (ESOP). Motivated to help clients with each stage of an ESOP and meet them where they are in the process. Experience with setting up the ESOP, ongoing compliance and ending the journey of the ESOP that is ready for termination and distribution. Energized when interacting with clients and others about new legal changes, better ways to organize and problem solve. Seek reasonable solutions with a strong commitment to producing quality and timely work product. Experienced ability to organize and multi-task in a fast-paced work environment. Years of experience utilizing the IRS and DOL compliance programs (VCP and DFVCO requests). Familiar with compliance tests including IRC 401(a) general nondiscrimination, ADP/ACP, 410(b) coverage, 416 top heavy tests and 409(p) tests. Excellent communication skills, written, verbal and in-person.
Qualification Brief:
• Talented project manager with proven ability to communicate among advisors, CPAs, and attorneys regarding the operation of plans
• Extensive knowledge on legislative regulations of defined contribution plans, published client alerts and speaker presentations for clients and peers
• Responsible for client plans, act as a resource for technical issues in the legal field including ESOP and 401(k) plans
• Detail oriented and supportive resource for several clients, providing analytical support for attorneys on multiple tasks and others in a consulting compacity
• Highly effective collaborator within all levels and departments of the organization
• Motivated client engagement, effective and clear communicator with a dedicated and smart work ethic
• Areas of subject matter expertise: employee benefits, qualified plans, ESOP/KSOPs, 401(k) plans, defined contribution plans, defined benefit plans, cash balance plans
• Strong computer skills including Microsoft Office (Excel, Outlook, Word and PowerPoint); experience with Relius
Roberts, Carrie - July 13, 2020 Resume - Retirement Plan and ESOP Consultant
Trained in the legal field as an Employee Benefits Paralegal/ESOP Consultant with a passion for ERISA, retirement plans and Employee Stock Ownership Plans (ESOP). Motivated to help clients with each stage of an ESOP and meet them where they are in the process. Experience with setting up the ESOP, ongoing compliance and ending the journey of the ESOP that is ready for termination and distribution. Energized when interacting with clients and others about new legal changes, better ways to organize and problem solve. Seek reasonable solutions with a strong commitment to producing quality and timely work product. Experienced ability to organize and multi-task in a fast-paced work environment. Years of experience utilizing the IRS and DOL compliance programs (VCP and DFVCO requests). Familiar with compliance tests including IRC 401(a) general nondiscrimination, ADP/ACP, 410(b) coverage, 416 top heavy tests and 409(p) tests. Excellent communication skills, written, verbal and in-person.
Qualification Brief:
• Talented project manager with proven ability to communicate among advisors, CPAs, and attorneys regarding the operation of plans
• Extensive knowledge on legislative regulations of defined contribution plans, published client alerts and speaker presentations for clients and peers
• Responsible for client plans, act as a resource for technical issues in the legal field including ESOP and 401(k) plans
• Detail oriented and supportive resource for several clients, providing analytical support for attorneys on multiple tasks and others in a consulting compacity
• Highly effective collaborator within all levels and departments of the organization
• Motivated client engagement, effective and clear communicator with a dedicated and smart work ethic
• Areas of subject matter expertise: employee benefits, qualified plans, ESOP/KSOPs, 401(k) plans, defined contribution plans, defined benefit plans, cash balance plans
• Strong computer skills including Microsoft Office (Excel, Outlook, Word and PowerPoint); experience with Relius
Roberts, Carrie - July 24, 2020 Resume - Retirement Plan and ESOP Consultant
Trained in the legal field as an Employee Benefits Paralegal/ESOP Consultant with a passion for ERISA, retirement plans and Employee Stock Ownership Plans (ESOP). Motivated to help clients with each stage of an ESOP and meet them where they are in the process. Experience with setting up the ESOP, ongoing compliance and ending the journey of the ESOP that is ready for termination and distribution. Energized when interacting with clients and others about new legal changes, better ways to organize and problem solve. Seek reasonable solutions with a strong commitment to producing quality and timely work product. Experienced ability to organize and multi-task in a fast-paced work environment. Years of experience utilizing the IRS and DOL compliance programs (VCP and DFVCO requests). Familiar with compliance tests including IRC 401(a) general nondiscrimination, ADP/ACP, 410(b) coverage, 416 top heavy tests and 409(p) tests. Excellent communication skills, written, verbal and in-person.
Qualification Brief:
• Talented project manager with proven ability to communicate among advisors, CPAs, and attorneys regarding the operation of plans
• Extensive knowledge on legislative regulations of defined contribution plans, published client alerts and speaker presentations for clients and peers
• Responsible for client plans, act as a resource for technical issues in the legal field including ESOP and 401(k) plans
• Detail oriented and supportive resource for several clients, providing analytical support for attorneys on multiple tasks and others in a consulting compacity
• Highly effective collaborator within all levels and departments of the organization
• Motivated client engagement, effective and clear communicator with a dedicated and smart work ethic
• Areas of subject matter expertise: employee benefits, qualified plans, ESOP/KSOPs, 401(k) plans, defined contribution plans, defined benefit plans, cash balance plans
• Strong computer skills including Microsoft Office (Excel, Outlook, Word and PowerPoint); experience with Relius
Roberts, Carrie - July 26, 2020 Resume - Retirement Plan and ESOP Consultant
Trained in the legal field as an Employee Benefits Paralegal/ESOP Consultant with a passion for ERISA, retirement plans and Employee Stock Ownership Plans (ESOP). Motivated to help clients with each stage of an ESOP and meet them where they are in the process. Experience with setting up the ESOP, ongoing compliance and ending the journey of the ESOP that is ready for termination and distribution. Energized when interacting with clients and others about new legal changes, better ways to organize and problem solve. Seek reasonable solutions with a strong commitment to producing quality and timely work product. Experienced ability to organize and multi-task in a fast-paced work environment. Years of experience utilizing the IRS and DOL compliance programs (VCP and DFVCO requests). Familiar with compliance tests including IRC 401(a) general nondiscrimination, ADP/ACP, 410(b) coverage, 416 top heavy tests and 409(p) tests. Excellent communication skills, written, verbal and in-person.
Roberts, Carrie - July 23, 2020 - Retirement Plan and ESOP Consultant
Trained in the legal field as an Employee Benefits Paralegal/ESOP Consultant with a passion for ERISA, retirement plans and Employee Stock Ownership Plans (ESOP). Motivated to help clients with each stage of an ESOP and meet them where they are in the process. Experience with setting up the ESOP, ongoing compliance and ending the journey of the ESOP that is ready for termination and distribution. Energized when interacting with clients and others about new legal changes, better ways to organize and problem solve. Seek reasonable solutions with a strong commitment to producing quality and timely work product. Experienced ability to organize and multi-task in a fast-paced work environment. Years of experience utilizing the IRS and DOL compliance programs (VCP and DFVCO requests). Familiar with compliance tests including IRC 401(a) general nondiscrimination, ADP/ACP, 410(b) coverage, 416 top heavy tests and 409(p) tests. Excellent communication skills, written, verbal and in-person
Roberts, carrie retirement plan & esop consultant resume
Trained in the legal field as an Employee Benefits Paralegal/ESOP Consultant with a passion for ERISA, retirement plans and Employee Stock Ownership Plans (ESOP). Motivated to help clients with each stage of an ESOP and meet them where they are in the process. Experience with setting up the ESOP, ongoing compliance and ending the journey of the ESOP that is ready for termination and distribution. Energized when interacting with clients and others about new legal changes, better ways to organize and problem solve. Seek reasonable solutions with a strong commitment to producing quality and timely work product. Experienced ability to organize and multi-task in a fast-paced work environment. Years of experience utilizing the IRS and DOL compliance programs (VCP and DFVCO requests). Familiar with compliance tests including IRC 401(a) general nondiscrimination, ADP/ACP, 410(b) coverage, 416 top heavy tests and 409(p) tests. Excellent communication skills, written, verbal and in-person.
Roberts, Carrie - July 25, 2020 Resume - Retirement Plan and ESOP Consultant
Trained in the legal field as an Employee Benefits Paralegal/ESOP Consultant with a passion for ERISA, retirement plans and Employee Stock Ownership Plans (ESOP). Motivated to help clients with each stage of an ESOP and meet them where they are in the process. Experience with setting up the ESOP, ongoing compliance and ending the journey of the ESOP that is ready for termination and distribution. Energized when interacting with clients and others about new legal changes, better ways to organize and problem solve. Seek reasonable solutions with a strong commitment to producing quality and timely work product. Experienced ability to organize and multi-task in a fast-paced work environment. Years of experience utilizing the IRS and DOL compliance programs (VCP and DFVCO requests). Familiar with compliance tests including IRC 401(a) general nondiscrimination, ADP/ACP, 410(b) coverage, 416 top heavy tests and 409(p) tests. Excellent communication skills, written, verbal and in-person.
Roberts, Carrie - July 28, 2020 Resume - Retirement Plan and ESOP Consultant
Trained in the legal field as an Employee Benefits Paralegal/ESOP Consultant with a passion for ERISA, retirement plans and Employee Stock Ownership Plans (ESOP). Motivated to help clients with each stage of an ESOP and meet them where they are in the process. Experience with setting up the ESOP, ongoing compliance and ending the journey of the ESOP that is ready for termination and distribution. Energized when interacting with clients and others about new legal changes, better ways to organize and problem solve. Seek reasonable solutions with a strong commitment to producing quality and timely work product. Experienced ability to organize and multi-task in a fast-paced work environment. Years of experience utilizing the IRS and DOL compliance programs (VCP and DFVCO requests). Familiar with compliance tests including IRC 401(a) general nondiscrimination, ADP/ACP, 410(b) coverage, 416 top heavy tests and 409(p) tests. Excellent communication skills, written, verbal and in-person.
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Trained in the legal field as an Employee Benefits Paralegal/ESOP Consultant with a passion for ERISA, retirement plans and Employee Stock Ownership Plans (ESOP). Motivated to help clients with each stage of an ESOP and meet them where they are in the process. Experience with setting up the ESOP, ongoing compliance and ending the journey of the ESOP that is ready for termination and distribution. Energized when interacting with clients and others about new legal changes, better ways to organize and problem solve. Seek reasonable solutions with a strong commitment to producing quality and timely work product. Experienced ability to organize and multi-task in a fast-paced work environment. Years of experience utilizing the IRS and DOL compliance programs (VCP and DFVCO requests). Familiar with compliance tests including IRC 401(a) general nondiscrimination, ADP/ACP, 410(b) coverage, 416 top heavy tests and 409(p) tests. Excellent communication skills, written, verbal and in-person.
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Trained in the legal field as an Employee Benefits Paralegal/ESOP Consultant with a passion for ERISA, retirement plans and Employee Stock Ownership Plans (ESOP). Motivated to help clients with each stage of an ESOP and meet them where they are in the process. Experience with setting up the ESOP, ongoing compliance and ending the journey of the ESOP that is ready for termination and distribution. Energized when interacting with clients and others about new legal changes, better ways to organize and problem solve. Seek reasonable solutions with a strong commitment to producing quality and timely work product. Experienced ability to organize and multi-task in a fast-paced work environment. Years of experience utilizing the IRS and DOL compliance programs (VCP and DFVCO requests). Familiar with compliance tests including IRC 401(a) general nondiscrimination, ADP/ACP, 410(b) coverage, 416 top heavy tests and 409(p) tests. Excellent communication skills, written, verbal and in-person.
Qualification Brief:
• Talented project manager with proven ability to communicate among advisors, CPAs, and attorneys regarding the operation of plans
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Roberts, Carrie - July 9, 2020 - Retirement Plan and ESOP Consultant
Trained in the legal field as an Employee Benefits Paralegal/ESOP Consultant with a passion for ERISA, retirement plans and Employee Stock Ownership Plans (ESOP). Motivated to help clients with each stage of an ESOP and meet them where they are in the process. Experience with setting up the ESOP, ongoing compliance and ending the journey of the ESOP that is ready for termination and distribution. Energized when interacting with clients and others about new legal changes, better ways to organize and problem solve. Seek reasonable solutions with a strong commitment to producing quality and timely work product. Experienced ability to organize and multi-task in a fast-paced work environment. Years of experience utilizing the IRS and DOL compliance programs (VCP and DFVCO requests). Familiar with compliance tests including IRC 401(a) general nondiscrimination, ADP/ACP, 410(b) coverage, 416 top heavy tests and 409(p) tests. Excellent communication skills, written, verbal and in-person.
Roberts, Carrie - Retirement Plan and ESOP Consultant
Trained in the legal field as an Employee Benefits Paralegal/Pension Benefit Consultant with a passion for ERISA, pension plans, pension benefits and other retirement plans. Motivated to help clients with each stage of benefit planning and meet them where they are in the process. Experience with setting up a qualified plan, ongoing compliance and ending the journey of the pension plan that is ready for termination and distribution. Energized when interacting with clients and others about new legal changes, better ways to organize and problem solve. Experienced with both the set up and maintaining of orderly files for several pension plan clients on extranet databases to solve client problems with locating documents for benefit calculations and claims for benefits. Seek reasonable solutions with a strong commitment to producing exceptional customer service. Ability to organize and multi-task in a fast-paced work environment. Prepared hundreds of accurate and timely participant communications, letters, statements, and legal notices. Experience in preparing for trustee meetings and pension plan committee meetings, and periodic attendance to meetings. Insight for utilizing the IRS and DOL compliance programs (VCP and DFVCO requests). Familiar with retirement applications, benefit calculations, pension payout, compliance tests including IRC 401(a) general nondiscrimination, ADP/ACP, 410(b) coverage, 416 top heavy tests and 409(p) tests. Flexibility to work additional hours during peak activity months to meet deadlines. Excellent communication skills, written, verbal and in-person.
Qualification Brief:
• Talented project manager with proven ability to communicate among advisors, CPAs, and attorneys regarding the operation of defined benefit and defined contribution retirement plans
• Extensive knowledge on legislative regulations of defined contribution plans, published client alerts and speaker presentations for clients and peers
• Served as primary contact and expert in the area of pension plans with responsibility for client plans and as a resource for technical issues including for Qualified Domestic Relations Orders
• Strong attention to detail and supportive resource for several clients, providing analytical support for attorneys on multiple tasks and others in a consulting and coordinator capacity
• Highly effective collaborator within all levels and departments of the organization
• Areas of subject matter expertise: employee benefits, qualified plans, ESOP/KSOPs, 401(k) plans, defined contribution plans, defined benefit plans, cash balance plans
• Computer proficiency including with Microsoft Office (Excel, Outlook, Word and PowerPoint); experience with Relius
Roberts, Carrie - July 14, 2020 Resume - Retirement Plan and ESOP Consultant
Trained in the legal field as an Employee Benefits Paralegal/ESOP Consultant with a passion for ERISA, retirement plans and Employee Stock Ownership Plans (ESOP). Motivated to help clients with each stage of an ESOP and meet them where they are in the process. Experience with setting up the ESOP, ongoing compliance and ending the journey of the ESOP that is ready for termination and distribution. Energized when interacting with clients and others about new legal changes, better ways to organize and problem solve. Seek reasonable solutions with a strong commitment to producing quality and timely work product. Experienced ability to organize and multi-task in a fast-paced work environment. Years of experience utilizing the IRS and DOL compliance programs (VCP and DFVCO requests). Familiar with compliance tests including IRC 401(a) general nondiscrimination, ADP/ACP, 410(b) coverage, 416 top heavy tests and 409(p) tests. Excellent communication skills, written, verbal and in-person.
Qualification Brief:
• Talented project manager with proven ability to communicate among advisors, CPAs, and attorneys regarding the operation of plans
• Extensive knowledge on legislative regulations of defined contribution plans, published client alerts and speaker presentations for clients and peers
• Responsible for client plans, act as a resource for technical issues in the legal field including ESOP and 401(k) plans
• Detail oriented and supportive resource for several clients, providing analytical support for attorneys on multiple tasks and others in a consulting compacity
• Highly effective collaborator within all levels and departments of the organization
• Motivated client engagement, effective and clear communicator with a dedicated and smart work ethic
• Areas of subject matter expertise: employee benefits, qualified plans, ESOP/KSOPs, 401(k) plans, defined contribution plans, defined benefit plans, cash balance plans
• Strong computer skills including Microsoft Office (Excel, Outlook, Word and PowerPoint); experience with Relius
Roberts, Carrie - July 13, 2020 Resume - Retirement Plan and ESOP Consultant
Trained in the legal field as an Employee Benefits Paralegal/ESOP Consultant with a passion for ERISA, retirement plans and Employee Stock Ownership Plans (ESOP). Motivated to help clients with each stage of an ESOP and meet them where they are in the process. Experience with setting up the ESOP, ongoing compliance and ending the journey of the ESOP that is ready for termination and distribution. Energized when interacting with clients and others about new legal changes, better ways to organize and problem solve. Seek reasonable solutions with a strong commitment to producing quality and timely work product. Experienced ability to organize and multi-task in a fast-paced work environment. Years of experience utilizing the IRS and DOL compliance programs (VCP and DFVCO requests). Familiar with compliance tests including IRC 401(a) general nondiscrimination, ADP/ACP, 410(b) coverage, 416 top heavy tests and 409(p) tests. Excellent communication skills, written, verbal and in-person.
Qualification Brief:
• Talented project manager with proven ability to communicate among advisors, CPAs, and attorneys regarding the operation of plans
• Extensive knowledge on legislative regulations of defined contribution plans, published client alerts and speaker presentations for clients and peers
• Responsible for client plans, act as a resource for technical issues in the legal field including ESOP and 401(k) plans
• Detail oriented and supportive resource for several clients, providing analytical support for attorneys on multiple tasks and others in a consulting compacity
• Highly effective collaborator within all levels and departments of the organization
• Motivated client engagement, effective and clear communicator with a dedicated and smart work ethic
• Areas of subject matter expertise: employee benefits, qualified plans, ESOP/KSOPs, 401(k) plans, defined contribution plans, defined benefit plans, cash balance plans
• Strong computer skills including Microsoft Office (Excel, Outlook, Word and PowerPoint); experience with Relius
Roberts, Carrie - July 24, 2020 Resume - Retirement Plan and ESOP Consultant
Trained in the legal field as an Employee Benefits Paralegal/ESOP Consultant with a passion for ERISA, retirement plans and Employee Stock Ownership Plans (ESOP). Motivated to help clients with each stage of an ESOP and meet them where they are in the process. Experience with setting up the ESOP, ongoing compliance and ending the journey of the ESOP that is ready for termination and distribution. Energized when interacting with clients and others about new legal changes, better ways to organize and problem solve. Seek reasonable solutions with a strong commitment to producing quality and timely work product. Experienced ability to organize and multi-task in a fast-paced work environment. Years of experience utilizing the IRS and DOL compliance programs (VCP and DFVCO requests). Familiar with compliance tests including IRC 401(a) general nondiscrimination, ADP/ACP, 410(b) coverage, 416 top heavy tests and 409(p) tests. Excellent communication skills, written, verbal and in-person.
Qualification Brief:
• Talented project manager with proven ability to communicate among advisors, CPAs, and attorneys regarding the operation of plans
• Extensive knowledge on legislative regulations of defined contribution plans, published client alerts and speaker presentations for clients and peers
• Responsible for client plans, act as a resource for technical issues in the legal field including ESOP and 401(k) plans
• Detail oriented and supportive resource for several clients, providing analytical support for attorneys on multiple tasks and others in a consulting compacity
• Highly effective collaborator within all levels and departments of the organization
• Motivated client engagement, effective and clear communicator with a dedicated and smart work ethic
• Areas of subject matter expertise: employee benefits, qualified plans, ESOP/KSOPs, 401(k) plans, defined contribution plans, defined benefit plans, cash balance plans
• Strong computer skills including Microsoft Office (Excel, Outlook, Word and PowerPoint); experience with Relius
Roberts, Carrie - July 26, 2020 Resume - Retirement Plan and ESOP Consultant
Trained in the legal field as an Employee Benefits Paralegal/ESOP Consultant with a passion for ERISA, retirement plans and Employee Stock Ownership Plans (ESOP). Motivated to help clients with each stage of an ESOP and meet them where they are in the process. Experience with setting up the ESOP, ongoing compliance and ending the journey of the ESOP that is ready for termination and distribution. Energized when interacting with clients and others about new legal changes, better ways to organize and problem solve. Seek reasonable solutions with a strong commitment to producing quality and timely work product. Experienced ability to organize and multi-task in a fast-paced work environment. Years of experience utilizing the IRS and DOL compliance programs (VCP and DFVCO requests). Familiar with compliance tests including IRC 401(a) general nondiscrimination, ADP/ACP, 410(b) coverage, 416 top heavy tests and 409(p) tests. Excellent communication skills, written, verbal and in-person.
Roberts, Carrie - July 23, 2020 - Retirement Plan and ESOP Consultant
Trained in the legal field as an Employee Benefits Paralegal/ESOP Consultant with a passion for ERISA, retirement plans and Employee Stock Ownership Plans (ESOP). Motivated to help clients with each stage of an ESOP and meet them where they are in the process. Experience with setting up the ESOP, ongoing compliance and ending the journey of the ESOP that is ready for termination and distribution. Energized when interacting with clients and others about new legal changes, better ways to organize and problem solve. Seek reasonable solutions with a strong commitment to producing quality and timely work product. Experienced ability to organize and multi-task in a fast-paced work environment. Years of experience utilizing the IRS and DOL compliance programs (VCP and DFVCO requests). Familiar with compliance tests including IRC 401(a) general nondiscrimination, ADP/ACP, 410(b) coverage, 416 top heavy tests and 409(p) tests. Excellent communication skills, written, verbal and in-person
Roberts, carrie retirement plan & esop consultant resume
Trained in the legal field as an Employee Benefits Paralegal/ESOP Consultant with a passion for ERISA, retirement plans and Employee Stock Ownership Plans (ESOP). Motivated to help clients with each stage of an ESOP and meet them where they are in the process. Experience with setting up the ESOP, ongoing compliance and ending the journey of the ESOP that is ready for termination and distribution. Energized when interacting with clients and others about new legal changes, better ways to organize and problem solve. Seek reasonable solutions with a strong commitment to producing quality and timely work product. Experienced ability to organize and multi-task in a fast-paced work environment. Years of experience utilizing the IRS and DOL compliance programs (VCP and DFVCO requests). Familiar with compliance tests including IRC 401(a) general nondiscrimination, ADP/ACP, 410(b) coverage, 416 top heavy tests and 409(p) tests. Excellent communication skills, written, verbal and in-person.
Roberts, Carrie - July 25, 2020 Resume - Retirement Plan and ESOP Consultant
Trained in the legal field as an Employee Benefits Paralegal/ESOP Consultant with a passion for ERISA, retirement plans and Employee Stock Ownership Plans (ESOP). Motivated to help clients with each stage of an ESOP and meet them where they are in the process. Experience with setting up the ESOP, ongoing compliance and ending the journey of the ESOP that is ready for termination and distribution. Energized when interacting with clients and others about new legal changes, better ways to organize and problem solve. Seek reasonable solutions with a strong commitment to producing quality and timely work product. Experienced ability to organize and multi-task in a fast-paced work environment. Years of experience utilizing the IRS and DOL compliance programs (VCP and DFVCO requests). Familiar with compliance tests including IRC 401(a) general nondiscrimination, ADP/ACP, 410(b) coverage, 416 top heavy tests and 409(p) tests. Excellent communication skills, written, verbal and in-person.
Roberts, Carrie - July 28, 2020 Resume - Retirement Plan and ESOP Consultant
Trained in the legal field as an Employee Benefits Paralegal/ESOP Consultant with a passion for ERISA, retirement plans and Employee Stock Ownership Plans (ESOP). Motivated to help clients with each stage of an ESOP and meet them where they are in the process. Experience with setting up the ESOP, ongoing compliance and ending the journey of the ESOP that is ready for termination and distribution. Energized when interacting with clients and others about new legal changes, better ways to organize and problem solve. Seek reasonable solutions with a strong commitment to producing quality and timely work product. Experienced ability to organize and multi-task in a fast-paced work environment. Years of experience utilizing the IRS and DOL compliance programs (VCP and DFVCO requests). Familiar with compliance tests including IRC 401(a) general nondiscrimination, ADP/ACP, 410(b) coverage, 416 top heavy tests and 409(p) tests. Excellent communication skills, written, verbal and in-person.
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Internship Presentation
- 2. Junna Gazmen
- 3. University of Portland B.B.A Finance & Marketing Hometown: Lahaina, Hawaii Danced hula for 13 years Enjoy reading, watching Netflix, and going on adventures Junna Gazmen Can be found eating candy
- 4. Internship Rotation Refine research and reporting skills within legal context. LEGAL Better understand the role of HR and the employee lifecycle. PEOPLE Apply finance education in real- life workplace setting. FINANCE Apply accounting education in real- life workplace setting. ACCOUNTING
- 5. • Registering as a foreign entity • Potential software company partners • Protective nature of Spamhaus • Form 5500 with a wrap document • Review agreement forms • Develop Legal Page • Oktopost Conference Call Legal Projects
- 6. • Safety Committee • Benefits Space • Act For Good • Manager’s Space • New Birthday Email • Work Anniversary Gifts People Projects
- 7. Pub Spaces
- 8. • Reconcile Bank Statement with NetSuite • USD • GBP • EURO • Tie out checks and ACH numbers • Tie out prepaid expense summary • Add adjusting J/Es to UK’s Trial Balance • Update legal vendor contact list • Pull outstanding checks and bank reconciliation summaries • Compile Fixed Asset Support in Box • Verify ACH information • Shadow AP Specialists Accounting Projects
- 9. • Review Q1 & Q2 Financial Summary • Summarize Q1 & Q2 SDR Performance • Update quota credits on Salesforce (July & August) • Assist in updating ARR Roll Forward • Consolidate renewal data • Q2 SDR Attainment Report • Q2 Commissions Report (New Comp Plan vs Old Comp Plan) • Q3 SDR Comp Plan • July SDR Comp Report • Attainment Report 2016 • Reconcile sales headcount • Update renewal data • Update Strategic Consulting Partner Payments • Recreate the Marketing Budget Tracker • Create a manual on how to build the Marketing Budget Tracker • Net Billings Summary (Licenses, Pro Services, All Accounts) Finance Projects
- 10. Finance Reports
- 11. Road to Act-On and Future Goals Goals • Graduate • Get a job • Work in a place that makes me happy • Be a Finance Manager Internship required to graduate Emerging Leaders Internship Program Randomly introduce myself to Dawn Interview with the managers Job offer Here I am!