Jonmichael Whiteman
Retirement Plan Administrator at Benetrends Financial | Lansdale, Pennsylvania, United States
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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.
Retirement Plan Administrator at Benetrends Financial in May 2017 to Present
Business Analyst at Benetrends Financial in May 2014 to April 2017
Senior Business Support Specialist at Yellow Pages Group in May 2011 to January 2014
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Penn State University, Bachelor's Degree
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Training
Management
Data Analysis
Business Analysis
Microsoft Office
Microsoft Excel
Team Leadership
Leadership
Time Management
Coaching
Databases
Performance Management
Data Entry
Access
Employee Relations
Call Centers
Database Administration
Business Process Improvement
Transition Management
Process Improvement
Operations Management
FTP
Incorporation Services
Corporate Services
Critical Thinking
Customer Service
Finance
Microsoft Access
Microsoft Word
Outlook
Social Media Marketing
Teamwork
Sales
Oracle Database
SAP ERP
SQL
Customer Relationship Management (CRM)
PeopleSoft
Account Management
Strategic Planning
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Discover more about Benetrends FinancialWhat 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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