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Skills

  • 401K Plans
  • Business Analysis
  • Business Consulting
  • Business Management
  • Business Planning
  • Business Process Management
  • Business Strategy
  • Business Training
  • Business Valuation
  • Compliance Consulting
  • Corporate Governance
  • Define Contribution
  • E Commerce
  • Innovation Consulting
  • Inventory Management

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Services

  • 401k US Retirement plan

    $5/hr Starting at $50 Ongoing

    Dedicated Resource

    Financial services company focused on servicing retirement plans Managed distribution processing and disbursements checks for various trade agents including Fidelity and Charles Schwab Executed wire transfers,...

    401K PlansBusiness AnalysisBusiness ConsultingBusiness ManagementBusiness Planning

About

Start with a Magnetic Hook

I am a US Retirement Plan Specialist with an MBA and extensive experience managing high-volume "money-out" operations. Having overseen more than $50 million in annual disbursements, I specialize in the accurate execution, tracking, and compliance of 401(k) and retirement plan distributions.
​My expertise includes handling plan terminations, rollovers, and complex Required Minimum Distribution (RMD) calculations during peak tax seasons. I regularly interface with leading trade agents like Fidelity and Charles Schwab, optimizing wire/ACH efficiency while ensuring strict adherence to federal and state tax laws.

​Specialized Services: 401(k) Distributions & Rollovers | RMD Calculations | Custodian Money-Out Operations | Plan Compliance Tracking.