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