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.