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Retirement Account Associate

•	Account representative for 401(k) Southeastern Employee Benefit Services acquisition clients.
•	Prepares plan valuations for assigned clients including compliance testing, participant statements, and government filings (Form 5500, 1099R, and 8955-SSA) 
•	Communicate with outside parties including CPAs, financial advisors, attorneys, auditors, investment providers, bank partners, and third party vendors.
•	Develop and maintain knowledge of IRS and ERISA regulations pertaining to retirement plan products to provide optimal service and technical guidance to ensure compliance with all regulations.

•	Completed projects submitted by the Client Service Center for government Form 5500 requests, profit sharing requests, web issues, client audit questions, and internal system issues.
•	Created seasonal training materials and presentations for the service center to educate and help phone advisors gather necessary information during client calls.

Service Support Representative

•	Consulted with English and Spanish speaking customers about their 401(k) product by analyzing and solving client and participant issues.

Client Service Advisor

Find out detailed information about Sara Lipiska, Retirement Account Associate in Rochester, NY

Sara Lipiska: Retirement Account Associate in Rochester, NY

Sara Lipiska

Paychex

Paychex

Paychex

Ithaca College