Tracey Tompkins's Linkedin Analytics

Over fifteen years experience as a Retirement/Benefits Consultant with exceptional supervisory skills. Proficient in Microsoft Access, PowerPoint, Excel and Word, Relius Systems, Datair Pension Systems, Government 5500's Forms, Peachtree Accounting System, ADP/ACP Discrimination testing, Nationwide System, New Comparability testing, 1099R Reporting Tax Forms, 5558 Reporting Tax Forms, 945 Reporting Tax Forms, Government Census Forms. Additional Training: DB&DC Market Place, ERISA, Basic Accounting and Investments/Retirement Plans. • Processed auto, life, and health business sales. • Maintained clients’ account balances; represented the company at all job fairs and events. • Created and prepared safe harbor notices and all ERISA compliance notices for existing clients. • Prepared and amended plan documents for new and existing clients. • Processed 401k discrimination testing; Plan asset reconciliations, Managed client accounts. • Prepared quarterly/annual valuation and audit reports for client. • Processed Government 5500 forms; client distributions, contributions, loan repayments and loans; Reviewed U.S. Census information for compliance and accuracy. •Provided tax reconciliation analysis reports for the year for all existing clients. • Processed monthly reconciliation’s for 401(K) payroll account; Created monthly spreadsheets for contributions and loan repayments for the trustees’ fiscal year reports. • Prepared daily valuations, performance reporting documents and monthly client reports. • Processed written requests for information from client; Resolved client account problems and conducted daily conferences with client. • Supervised data processors’ workflow and corrections of trade errors before processing. Specialties: Benefits Administration, Marketing and Advertising Consulting, Customer Relations, Client Management and Consulting, Government Tax Forms, Payroll Processing, Sales, Client Valuation Reports, Spreadsheets, Supervisory Skills, Tax Planning, Asset to Journal Reconciliation Reports, New Enrollment Employee Forms, New Business Negotiation