Acuff & Associates
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Acuff & Associates Employees
Acuff & Associates April 2007 - Present
Bryan, Pendleton Swats & McAllister/Wells Fargo August 1996 - April 2007
Tupperware Brands 1997 - 2005
AIG VALIC September 1990 - August 1996
Skills
ERISA, Retirement Planning, Retirement, Employee Benefits, 401k, Defined Contribution
Education
Middle Tennessee State University 1982 — 1986
BBA, Management
Acuff & Associates April 2001 - Present
Skills
Pension Administration, 401k, Retirement, Retirement Planning, Employee Benefits, Retirement Plan..., Defined Contribution, Investments
Education
University of Mississippi
Bachelor's, Accountancy
Acuff & Associates November 2013 - Present
Accurate Healthcare September 2013 - October 2013
HCA Physician Services July 2013 - September 2013
Dollar General June 2013 - July 2013
SpecialtyCare May 2013 - May 2013
Boone Hospital Center December 2011 - April 2013
FEMA June 2011 - December 2011
Aetna January 2009 - May 2011
H&R Block January 2004 - April 2009
Connell Architecture PC July 2003 - January 2009
Skills
Administrative..., Accounts Payable, Accounts Receivable, Payroll, Kronos Timekeeping, Microsoft Word, Microsoft Excel, PowerPoint, Visio, Outlook, QuickBooks, PeopleSoft, PeopleSoft Financial, Tax Preparation, Typing, Data Entry, Office Equipment..., Scanners, Switchboard, 10 Key, Office Management, Executive Calendar..., Travel Arrangements, Expense Reports, Purchase Orders, 1099 Preparation, Multitasking Skills, Fast-paced, Cashiering, Customer Service, File Management
Education
Central Missouri State University 1993 — 1995
Bachelor of Science (BS), General Office Occupations and Clerical Services
University of Örebro - Örebro, Sweden 1994 — 1994
Study Abroad Program
Moberly Area Community College 1991 — 1993
Associate of Arts and Sciences (AAS), Business & Office Technology
Acuff & Associates February 2012 - Present
Katz, Sapper & Miller July 2009 - December 2011
OneAmerica October 2006 - July 2009
T. Rowe Price April 1999 - September 2006
BMC Consultants 1998 - 1999
Skills
ERISA, Retirement Plan..., Employee Benefits, Retirement Planning, 401k, Defined Benefit, Profit Sharing, Pensions, Project Management, Defined Contribution, 403 b, Deferred Compensation, Leadership, Financial Services, Qualified Retirement..., Pension Administration, Accounting, Finance, Benefits Administration, Valuation, Training
Education
Regis University 1999 — 2001
Master of Science, Management, Organizational Leadership
Sullivan University 1995 — 1998
Bachelors of Science in Business Administration, Management
Swerdlin & Company May 2015 - Present
Acuff & Associates November 2014 - May 2015
USI Consulting Group June 2007 - September 2014
Pension Consultants, Inc. January 2000 - June 2007
Benefit Professionals in Albertville 2000 - 2001
Aid Pension Administrators 1995 - 2000
Lincoln-Cross, Inc. 1988 - 1995
Skills
Employee Benefits, Non-Qualified Deferred..., Retirement Plan..., ERISA, Profit Sharing, Defined Contribution, Retirement Planning, Executive Pay, Pension Administration, Deferred Compensation, Investment Advisory, Investments, Benefits Administration, Asset Allocation, Qualified Retirement..., Securities, Financial Advisory, FINRA, Insurance, 401k
Education
Belmont University 1985 — 1988
BS, Math, Physics
University of Alabama 1976 — 1978
Freshman/Sophomore year:, Music
LifePoint Health 2007 - Present
Bryan, Pendlton, Swatts and McAllister, LLC 2003 - 2007
Acuff & Associates 1996 - 2003
W F Corroon 1990 - 1996
Skills
Administration, 401k, Benefits Administration, Compensation, Benefits, Excel, Data Analysis, Microsoft Office, Pension Administration, ERISA, Retirement, Human Resources, New Hire Orientations, Compensation & Benefit, Mergers, Employee Benefits, Deferred Compensation, Pensions, Profit Sharing, Mergers & Acquisitions, HRIS, Defined Contribution
Education
East Tennessee State University 1980 — 1984
Acuff & Associates July 2011 - Present
Skills
Document Conversion, Retirement Benefits, Accredited Pension..., Pensions, 401k, Employee Benefits, Retirement Planning, Qualified Retirement..., Retirement, Retirement Plan...
Education
Middle Tennessee State University 2010 — 2011
Master of Science (M.Sc.), Kinesiology and Exercise Science
Middle Tennessee State University 2005 — 2009
Bachelor of Applied Science (B.A.Sc.), Kinesiology and Exercise Science
Anglin, Reichmann, Snellgrove & Armstrong, PC August 2014 - Present
Burton McCumber & Cortez 2008 - 2014
Acuff & Associates 2005 - 2008
Schachle Benefits 2004 - 2005
Dougherty McKinnon & Luby 2002 - 2004
Elliott Davis, LLC 1994 - 2002
Hunt, Dupree, Rhine & Associates 1991 - 1994
Willis Corroon (Corroon & Black) 1988 - 1990
Travelers Insurance 1981 - 1988
Skills
Financial Accounting, General Ledger, Financial Statements, Partnership Taxation, Account Reconciliation, Bank Reconciliation, Accounts Receivable, Consolidation, Payroll Taxes, Accounts Payable, ProSystem fx Tax, Bookkeeping, Sales Tax, Cash Flow, Tax Returns, Journal Entries, Fixed Assets, Tax Preparation, Payroll, Retirement Planning, Retirement, Pensions, CPA, Employee Benefits, Tax Accounting
Education
Middle Tennessee State University 2005 — 2008
BBA
Acuff & Associates March 2015 - Present
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word
Education
Liberty University 2013 — 2014
Bachelor of Science (B.S.), Psychology
Covenant College 2011 — 2013
Psychology
Acuff & Associates March 2015 - Present
EarthFair January 2014 - Present
NorthStar Studios Inc 2015 - 2015
LetterLogic, Inc. June 2014 - November 2014
Olive Garden June 2008 - June 2014
Findlay Elementary School December 2004 - January 2008
Skills
PowerPoint, Microsoft Word, Research, Management, Project Management, Microsoft Office, Customer Service, Training, Microsoft Excel, Salesforce.com, Teaching, Time Management, Management Accounting, Community Outreach, Public Speaking
Education
Tennessee Technological University
Bachelor's Degree, Business Management, General Concentration
Tennessee Technological University
Master of Business Administration (M.B.A.), Business Management; Information Systems
Cafe Rakka May 2012 - May 2015
Homemaker May 1999 - May 2012
Acuff & Associates January 1993 - May 1999
Focus Healthcare Management January 1992 - January 1993
Specialized Assays January 1988 - January 1992
Skills
Leadership, Software Documentation, Management, Payroll, Customer Service, Employee Benefits, Employee Training, Accounts Payable, Accounts Receivable, Coaching, Accounting, Invoicing
Education
Belmont University 1986 — 1991
Bachelor of Science, Major: Psychology Minor: Sociology Also Studied: Nursing, Biology
Nashville State Community College
Continuing Education
Acuff & Associates June 1999 - Present
The Nyhart Company May 1991 - June 1997
Roberts Fiduciary Planning Group 1989 - 1990
Skills
Retirement Plan..., 401k, ERISA, Retirement, Defined Benefit, Pensions, Pension Administration, Profit Sharing, Defined Contribution, Qualified Retirement..., Actuarial Science, Financial Advisory, Business Planning, Series 6, Financial Services, Deferred Compensation, Asset Allocation, Benefits Administration
Education
Middle Tennessee State University 1973 — 1987
B.S., American History and Economics
Plymouth State University 1989 — 1990
M.B.A., Economics
Swerdlin & Company October 2013 - Present
Acuff & Associates April 2012 - September 2013
John Hancock January 2008 - November 2011
John Hancock April 2004 - December 2007
Enterprise Group of Funds January 2002 - March 2004
Wachovia Securities January 1998 - January 2002
Skills
401k, Pensions, Deferred Compensation, Series 7, Retirement, Series 63, Employee Benefits, Wholesaling, Retirement Planning, Mutual Funds, Investments, Asset Allocation, Wealth Management, Defined Benefit, Finance, Financial Services, Investment Advisory
Education
The University of Georgia 1993 — 1997
Bachelor of Science (B.S.), Consumer Economics
Acuff & Associates February 2004 - Present
Bank One, NA October 1997 - December 1999
Skills
401k, Retirement Planning, Retirement, Investments, Retirement Plan..., Finance, Financial Advisory, Qualified Retirement..., Employee Benefits, ERISA, Pensions
Education
Southeastern Louisiana University 1970 — 1973
BA, Marketing
Acuff & Associates, Inc. January 2013 - Present
Acuff & Associates October 1991 - January 2013
William M. Mercer, Inc. September 1975 - September 1991
H. W. Black & Associates, Inc. September 1965 - August 1975
Skills
Retirement, Pensions, Actuarial, 401k, Plan Design, Defined Benefit, Profit Sharing, Plan Administration, ERISA, Compliance, Pension Administration, Actuarial Science, Retirement Plan..., Business Planning, Retirement Planning, Actuaries, Qualified Retirement..., Employee Benefits, Defined Contribution, Investments, Financial Advisory, Deferred Compensation, Fixed Annuities, Executive Pay, Series 63, Cash Balance, Series 7, IRAs, Retirement Benefits, Asset Allocation, Actuarial Consulting, Non-Qualified Deferred..., ESOP
Education
Georgia State University 1963 — 1965
Actuarial Science
Lipscomb University 1960 — 1963
BS, Accounting, Math
John Hancock Financial Services May 2014 - Present
Polycomp Administrative Services, Inc. July 2013 - May 2014
Carty & Company, Inc. May 2012 - May 2013
Acuff & Associates July 2009 - December 2010
First Mercantile April 2007 - September 2008
First Mercantile April 2002 - March 2007
Skills
Pensions, 401k, Investments, Retirement, Plan Design, Asset Allocation, ERISA, Microsoft Office, Excel, Retirement Planning, Word, PowerPoint, New Business Development, Customer Relations, Series 7, Municipal Bonds, Customer Service, Business Planning, Defined Contribution, Asset Management, Retirement Plan..., Defined Benefit, Mutual Funds
Education
University of San Diego 1988 — 1993
Accounting, Accounting and Finance
Archbishop Mitty High School 1984 — 1988
Acuff & Associates May 2015 - Present
Cornerstone Group June 2013 - May 2015
Access Retirement Services October 2011 - June 2013
Midsouth Consulting Group January 2008 - September 2011
Taylor/Webster, Inc. October 1993 - December 2007
Skills
401k, Pensions, Defined Benefit, Employee Benefits, ERISA, Retirement Planning, Pension Administration, Retirement, Retirement Plan..., Profit Sharing, Benefits Administration, Defined Contribution, Executive Pay, Financial Services, Series 63, Mutual Funds, Investment Advisory
Education
Belmont University 1981 — 1985
BBA, Business
Acuff & Associates September 2014 - Present
Mercer July 2002 - August 2014
Skills
Defined Benefit, Employee Benefits, HR Consulting, ERISA, Pension Administration, Pensions, Benefits Administration, Actuarial Science, Human Resources, Actuarial Consulting
Education
Arkansas State University 1998 — 2002
Bachelor's degree, Mathematics and Computer Science
Cash Balance Actuaries, LLC July 2014 - Present
Acuff & Associates March 2011 - June 2014
Skills
Defined Benefit, Cash Balance, Individual Pension Plans, Defined Contribution, Actuarial Science, Consulting
Education
Middle Tennessee State University
Master's degree, Actuarial Science