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June 2021

The Headliner   A periodic round-up of what’s happening in the Retirement Plan Industry   Upcoming Deadlines for calendar-year Plans May 15th – Quarterly Benefit StatementDeadline for participant-directed Plans to provide participants their quarterly benefit/disclosure statement, including a statement of Plan fees and expenses charged to individual Plan accounts during the quarter. June 30th – …

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February 2021

The Headliner A periodic round-up of what’s happening in the Retirement Plan Industry Upcoming Deadlines for calendar-year Plans February 1st – IRS Form 1099-RDeadline to distribute 1099-R to participants and beneficiaries who received a distribution or a deemed distribution during the prior Plan Year. 1st – IRS Form 945Deadline to file IRS Form 945 to …

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November 2020

The Headliner A periodic round-up of what’s happening in the Retirement Plan Industry December 1st – Participant NoticesAnnual notices due for Safe Harbor elections, Qualified Default Investment Alternatives (QDIA), and Automatic Contribution Arrangements (EACA, QACA). 31st – ADP/ACP CorrectionsDeadline for the Plan to make ADP/ACP corrective distributions, and/or to deposit Qualified Non-Elective Contributions (QNEC) for …

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August 2020

The Headliner A periodic round-up of what’s happening in the Retirement Plan Industry Upcoming Deadlines for calendar-year Plans September 15th – Required contribution to Money Purchase Pension and Target Benefit Pension. 15th – Contribution deadline for deducting 2019 employer contributions for those sponsors who filed a tax extension for Partnership or S-Corporation returns for the …

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Emily C.

Client Service Manager

Education:

Kaplan University – Bachelors in Business Management

Hometown:

Donahue, Iowa

Best food ever?

Tacos, chips & salsa, carnitas…really anything Mexican!

What inspires you?

My boys, Scottie and Jackson. They are smart, creative, funny, and kind and I want to make them proud. 

First concert?

Miami Sound Machine at our county fair

Jim H.

Principal, CFO

Education:

University of Akron

Hometown:

Cleveland, OH

Hobbies?

Golf

Favorite part of your job?

Satisfactorily resolving client issues

Coffee or tea?

Coffee

Liza B.

Senior Client Service Manager

Education:

Bachelor of Science, Physical Education

Hometown:

Santa Fe Springs, CA

Best food ever?

Tonkatsu ramen

First concert?

Rolling Stones

Biggest fear?

Sinkholes

Zak K.

Principal, Consulting Actuary

Education:

BA in Mathematics, Minor in Business Admin and Philosophy/Religion

Hometown:

Port Clinton, Ohio

Best part of your day?

First cup of coffee in the morning!

First concert?

Starship

Favorite part of your job?

Teaching

Sandra D.

Senior Client Service Manager

Education:

Virginia Western Community College

Hometown:

Roanoke, VA 

Where do you donate?

I work in the food pantry at my church

What’s on your nightstand?

Alarm clock

Coffee or tea?

Both 

Sandy G.

Sr. Client Service Manager

Education:

Institute of Arts and Sciences, Fine Arts, Hesser College

Hometown:

Swansboro NC

Where do you donate?

In memory of my daughter, I have Random Acts of Kindness cards. There are 250 in the box. My goal every year is to empty the box. So in short I donate everywhere there is a need or just to do something kind to anyone. 

Any hobbies?

So many… Art projects, Photography, Nature walks, Fishing, swimming, traveling….

Coffee or tea?

Coffee, Coffee and more Coffee

Stephen R.

Senior Actuarial Consultant

Education:

Bachelor’s Degree in Actuarial Science

Hometown:

Plain City, OH (Columbus, OH)

What are you really good at?

Piano – I began lessons at 3 years old after my older sister heard me play “You are not alone” by Michael Jackson while she was watching the music video on MTV

Best part of the day?

Breakfast, Lunch and Dinner (and the snacks in between)

Hobbies?

Sports and fitness – I coach group fitness a couple days a week. I can’t think of a better way to prepare for a long, prosperous retirement!

Tom B.

Actuarial Consultant

Education:

Master’s Degree; MDiv

Hometown:

Tampa Bay

Favorite thing to do in Charlotte?

Spending time with my family at a park or on a nature trail hike

What inspires you?

Interacting with others who are always seeking to grow, improve, and take on challenges

First concert?

Beach Boys

Shelley D.

Client Service Manager

Education:

CPCC

Hometown:

Mount Holly 

Best part of your day?

Dinner time with my family.

Best food ever?

Anything Pasta

First concert?

New Kids On The Block

Aaron H.

IT Manager

Education:

North Carolina State University, BS Mathematics and Computer Science

Hometown:

Charlotte, NC

Best Food?

Tacos

Most-used productivity hack:

Put everything onto a list with a date and time.

Coffee or tea?

Coffee all the way.

Jasmin W.

Internal Sales Consultant

Education:

Bachelor of Arts in Communication

Hometown:

Military brat, the US is my hometown!

Best food ever?

Anything Jamaican!!! 

What are you really good at?

Motivating others to see their potential & surpass it! 

Favorite part of your job?

Learning something new every single day!

 

Tracey G.

Compliance Analyst

Education:

Stark State College

Hometown:

Minerva, Ohio

Best part of the day?

5 o’clock. Lol

First concert?

Tom Petty

Coffee or tea?

Coffee, of course.

Morgan C.

Compliance Analyst

Education:

Bachelor of Science in Finance

Hometown:

Spanish Fort, AL

First concert?

Incubus

Coffee or tea?

Coffee

Best part of the day?

Being with my husband and little girl

Renee A.

Compliance Analyst

Education:

B.S. in Accounting, B.S. in Psychology

Hometown:

Mobile, Al

Hobbies?

Reading

First concert?

Rascal Flatts

Coffee or tea?

Coffee

Julie M.

Senior Actuarial Consultant

Education:

Undergraduate Degree in Business Administration from John Carroll University / Graduate MBA Degree from Cleveland State University

Hometown:

Solon, Ohio

Best food ever?

For me, nothing compares to the comfort food feeling of the Eastern European cuisine – spatchcocked roast chicken with boiled small yellow potatoes that are glazed with butter, garlic and dill sauce. The side dish is a salad consisting of fresh tomatoes / cucumbers / sweet onions with dill and sour cream. One does not go without the other so it’s all one dish.

Favorite books?

Alexander Dumas’ The Count of Monte Cristo

What inspires you?

It’s not original but I’ve always been inspired by acts of kindness, selflessness and perseverance. It’s very easy to be focused on your own life, problems, wants and needs. It’s much harder to put other people ahead of yourself and also not get discouraged when your journey is not as smooth as you’ve anticipated. 

Kristi D.

Director of Actuarial Services

Education:

Bachelors in Applied Mathematics and Bachelors in Applied Statistics, Actuarial Science

Hometown:

Akron, Ohio

Where do you donate?

We are frequently making drop offs to the Salvation Army and give to the Cleveland APL 

Best part of your day?

At the end of the workday every day, rain or shine, my husband and I take a walk with our English Bulldog Frank (and now our precious Naomi too!) and chat about our day.  It’s the favorite part of my day.

Best food ever?

Anything Thai

Coffee or tea?

Coffee in the morning, herbal tea after 3pm

Nick N.

Principal, CEO

Education:

BA, Interdisciplinary Studies

Hometown:

Akron, Ohio

Where do you donate?

Charity Water

What’s your most-used productivity hack?

Listening to podcasts and audiobooks at 1.5x to 2x speed.  Only problem is now normal speed seems so slow!

Best food ever?

Chipotle burritos.  Prove me wrong.