Jonmichael Whiteman Email & Phone Number

Jonmichael Whiteman

Retirement Plan Administrator at Benetrends Financial | Lansdale, Pennsylvania, United States

Jonmichael Whiteman Socials
About Jonmichael Whiteman

Jon-Michael Whiteman currently serves as a Retirement Plan Administrator at Benetrends Financial, where he leverages his extensive expertise in operations and financial reporting to enhance the efficiency and effectiveness of retirement plan management. With a strong foundation in data analysis and human resources administration, Jon-Michael plays a pivotal role in the annual preparation of Form 5500, utilizing FT William Retirement software to ensure compliance and accuracy. His proficiency in calculating Fair Market Value (FMV) and conducting compliance testing for profit-sharing contributions underscores his commitment to maintaining the integrity of retirement plans.

In addition to these responsibilities, Jon-Michael is adept at calculating Required Minimum Distributions (RMDs) and managing additional investments within the corporation, which includes the issuance of amendments and stock certificates. His meticulous record-keeping practices ensure that all documentation is accurate and readily accessible, supporting both regulatory compliance and organizational transparency.

Jon-Michael's skill set extends beyond technical expertise; he is also proficient in workflow optimization and transition management, enabling him to streamline processes and enhance operational efficiency. His familiarity with various systems, including SAP and Oracle Database, complements his capabilities in business analysis and employee relations. As a dedicated professional, Jon-Michael is committed to providing value-added support that not only meets regulatory requirements but also fosters a positive experience for clients and stakeholders alike. His multifaceted approach to retirement plan administration positions him as a key asset to Benetrends Financial and the broader financial services industry.

Jonmichael Whiteman Work
1 experience icon

Retirement Plan Administrator at Benetrends Financial in May 2017 to Present

2 experience icon

Business Analyst at Benetrends Financial in May 2014 to April 2017

3 experience icon

Senior Business Support Specialist at Yellow Pages Group in May 2011 to January 2014

Jonmichael Whiteman Education

Penn State University, Bachelor's Degree

Jonmichael Whiteman Skills

Training

Management

Data Analysis

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About Jonmichael Whiteman's Current Company
Frequently Asked Questions about Jonmichael Whiteman

What is Jon-michael Whiteman email address?

Email Jon-michael Whiteman at [email protected] and [email protected]. This email is the most updated Jon-michael Whiteman's email found in 2026.

How to contact Jon-michael Whiteman?

To contact Jon-michael Whiteman send an email to [email protected] or [email protected]. (updated on August 26, 2024)

What company does Jonmichael Whiteman work for?

Jonmichael Whiteman works for Benetrends Financial

What is Jonmichael Whiteman's role at Benetrends Financial?

Jonmichael Whiteman is Retirement Plan Administrator

What is Jonmichael Whiteman's Phone Number?

Jonmichael Whiteman's phone (215) ***-*122

What industry does Jonmichael Whiteman work in?

Jonmichael Whiteman works in the Financial Services industry.

Jonmichael Whiteman Email Addresses

Jonmichael Whiteman Phone Numbers

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