Kevin Kleinschmidt

• Perform Actual Deferral Percentage testing for 401(k) & 403(b) retirement plans. The ADP Test tests for discrimination from employer to employee to comply with DOL standards. • Work with administrators in completion of nearly 700 form 5500’s for clients. The form 5500 provides statistical information about the plan and plan sponsors, reports financial information about the plan, and also demonstrates compliance with 401k regulations. • Direct calls from clients to the appropriate administrator, filed

International Relations, Corporate Finance, Business Logistics, Business Law , Advanced Business Writing, Tax Accounting