Qualified Plan Consultants, LLC
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Qualified Plan Consultants, LLC Employees
Employee
Years
Job
Industry
Catherine Hanes, CEBS, GBA, RPA Catherine Hanes, CEBS, GBA, RPA's Qualified Plan Consultants, LLC Experience October 2012 - August 2013
Job Employee Benefits Administrator at Kidder Benefits Consultants, Inc.
Industry Financial Services
Experience
Kidder Benefits Consultants, Inc. October 2013 - Present
Qualified Plan Consultants, LLC October 2012 - August 2013
Des Moines, Iowa May 2012 - October 2012
BMO Harris Bank N.A. April 2010 - May 2012
AMCORE Bank, N.A. April 2005 - April 2010
AMCORE Bank March 1999 - April 2005
Wellmark March 1991 - March 1999
Skills
Internal Communications, Problem Solving, Compliance, System Administration, Data Analysis, Technical Documentation, Legal Documents, Document Management, Standards Compliance, Account Reconciliation, Records Management, Project Management, Operations Management, Process Improvement, Cross-functional Team..., Staff Development, Retirement, Employee Benefits, Retirement Planning, Defined Contribution, Financial Services, Insurance, 401k, ERISA, Management, Pensions
Education
Buena Vista University 1988 — 1990
Management Entrepreneurship, Business, cum laude
Kidder Benefits Consultants, Inc. October 2013 - Present
Qualified Plan Consultants, LLC October 2012 - August 2013
Des Moines, Iowa May 2012 - October 2012
BMO Harris Bank N.A. April 2010 - May 2012
AMCORE Bank, N.A. April 2005 - April 2010
AMCORE Bank March 1999 - April 2005
Wellmark March 1991 - March 1999
Skills
Internal Communications, Problem Solving, Compliance, System Administration, Data Analysis, Technical Documentation, Legal Documents, Document Management, Standards Compliance, Account Reconciliation, Records Management, Project Management, Operations Management, Process Improvement, Cross-functional Team..., Staff Development, Retirement, Employee Benefits, Retirement Planning, Defined Contribution, Financial Services, Insurance, 401k, ERISA, Management, Pensions
Education
Buena Vista University 1988 — 1990
Management Entrepreneurship, Business, cum laude
Mystie Ren Mystie Ren's Qualified Plan Consultants, LLC Experience November 2011 - July 2014
Job Office Manager at Laborers International of North America Local 353
Industry Nonprofit Organization Management
Experience
Laborers International of North America Local 353 July 2014 - Present
Qualified Plan Consultants, LLC November 2011 - July 2014
Vatterott July 2010 - November 2011
Ag Alliance July 2005 - April 2008
Skills
Data Entry, QuickBooks, Accounts Payable, Accounts Receivable, Payroll, Process Scheduler, 10 Key, Customer Service, Microsoft Office, Human Resources, Teamwork, Multi-line Phone, Administrative Work, Clerical Work, Retirement, 401k, Microsoft Excel, System Administration, Outlook, Accounting, Public Speaking, Employee Benefits
Education
Des Moines Area Community College 2008 — 2011
Associate of Science (A.S.), Criminal Justice
Lincoln High school 1992 — 1995
Laborers International of North America Local 353 July 2014 - Present
Qualified Plan Consultants, LLC November 2011 - July 2014
Vatterott July 2010 - November 2011
Ag Alliance July 2005 - April 2008
Skills
Data Entry, QuickBooks, Accounts Payable, Accounts Receivable, Payroll, Process Scheduler, 10 Key, Customer Service, Microsoft Office, Human Resources, Teamwork, Multi-line Phone, Administrative Work, Clerical Work, Retirement, 401k, Microsoft Excel, System Administration, Outlook, Accounting, Public Speaking, Employee Benefits
Education
Des Moines Area Community College 2008 — 2011
Associate of Science (A.S.), Criminal Justice
Lincoln High school 1992 — 1995
R. Jay Taets, QKA R. Jay Taets, QKA's Qualified Plan Consultants, LLC Experience February 2015 - Present
Job
Industry Accounting
Experience
Qualified Plan Consultants, LLC February 2015 - Present
American Trust Retirement April 2014 - February 2015
Pension Inc. August 1997 - April 2014
Investment Consulting Group, Inc. November 1995 - July 1997
BlackHawk State Bank February 1994 - November 1995
Skills
Pensions, Profit Sharing, Retirement, Customer Service, Nonprofits, Retirement Planning, 401k, Fundraising, Insurance, Defined Benefit, Retirement Plan..., 403 b, Defined Contribution, ERISA
Education
St. Ambrose University 1991 — 1993
B.A., Business Administration
Black Hawk College 1989 — 1990
N/A, Liberal Arts
Qualified Plan Consultants, LLC February 2015 - Present
American Trust Retirement April 2014 - February 2015
Pension Inc. August 1997 - April 2014
Investment Consulting Group, Inc. November 1995 - July 1997
BlackHawk State Bank February 1994 - November 1995
Skills
Pensions, Profit Sharing, Retirement, Customer Service, Nonprofits, Retirement Planning, 401k, Fundraising, Insurance, Defined Benefit, Retirement Plan..., 403 b, Defined Contribution, ERISA
Education
St. Ambrose University 1991 — 1993
B.A., Business Administration
Black Hawk College 1989 — 1990
N/A, Liberal Arts
Amanda Waaraniemi-Golly Amanda Waaraniemi-Golly's Qualified Plan Consultants, LLC Experience April 2013 - February 2014
Job Operations, Human Resources, Management, Team Building, Benefit Plan Administration
Industry Human Resources
Experience
MACC Commonwealth July 2014 - Present
Archway Marketing Services June 2014 - June 2014
Make-A-Wish Iowa October 2013 - April 2014
Qualified Plan Consultants, LLC April 2013 - February 2014
Make-A-Wish Iowa October 2012 - September 2013
Pension Plan Services, Inc. July 2011 - March 2013
July Business Services April 2008 - June 2011
Employee Benefits of St. Cloud, Inc. September 2005 - April 2008
Skills
Management, Human Resources, Volunteering, Pensions, Employee Benefits, 401k, Retirement Planning, Retirement, Process Improvement, Public Speaking, Microsoft Word, Marketing, Leadership, Teamwork, Customer Service, Microsoft Excel, Microsoft Office, PowerPoint, Consulting, Team Building, Team Leadership, Volunteer Management, Employee Relations, 401
Education
St. Cloud State University 1998 — 2002
Bachelor of Arts (B.A.), Communication, General
Becker High School
MACC Commonwealth July 2014 - Present
Archway Marketing Services June 2014 - June 2014
Make-A-Wish Iowa October 2013 - April 2014
Qualified Plan Consultants, LLC April 2013 - February 2014
Make-A-Wish Iowa October 2012 - September 2013
Pension Plan Services, Inc. July 2011 - March 2013
July Business Services April 2008 - June 2011
Employee Benefits of St. Cloud, Inc. September 2005 - April 2008
Skills
Management, Human Resources, Volunteering, Pensions, Employee Benefits, 401k, Retirement Planning, Retirement, Process Improvement, Public Speaking, Microsoft Word, Marketing, Leadership, Teamwork, Customer Service, Microsoft Excel, Microsoft Office, PowerPoint, Consulting, Team Building, Team Leadership, Volunteer Management, Employee Relations, 401
Education
St. Cloud State University 1998 — 2002
Bachelor of Arts (B.A.), Communication, General
Becker High School
Karen Hook, QPA Karen Hook, QPA's Qualified Plan Consultants, LLC Experience March 2014 - December 2014
Job Conversion Administration Lead at Kidder Benefits Consultants, Inc.
Industry Financial Services
Experience
Kidder Benefits Consultants, Inc. February 2015 - Present
Qualified Plan Consultants, LLC March 2014 - December 2014
First American Bank December 2009 - February 2014
Pension Plan Services, Inc. November 2004 - November 2009
Pension Concepts, Inc. December 1996 - November 2004
Norwest Bank, NA (now Wells Fargo Bank) September 1994 - December 1996
Firstar Bank 1991 - 1994
Skills
Compliance, Pensions, Retirement, Plan Design, Consulting, Training, Qualified Retirement..., 401k, Retirement Planning, Defined Benefit, Employee Benefits, Retirement Plan..., Defined Contribution, Pension Administration, Profit Sharing, ERISA
Education
University of Dubuque 1975 — 1979
BA, Business Administration
Kidder Benefits Consultants, Inc. February 2015 - Present
Qualified Plan Consultants, LLC March 2014 - December 2014
First American Bank December 2009 - February 2014
Pension Plan Services, Inc. November 2004 - November 2009
Pension Concepts, Inc. December 1996 - November 2004
Norwest Bank, NA (now Wells Fargo Bank) September 1994 - December 1996
Firstar Bank 1991 - 1994
Skills
Compliance, Pensions, Retirement, Plan Design, Consulting, Training, Qualified Retirement..., 401k, Retirement Planning, Defined Benefit, Employee Benefits, Retirement Plan..., Defined Contribution, Pension Administration, Profit Sharing, ERISA
Education
University of Dubuque 1975 — 1979
BA, Business Administration
Jeffrey Foreman Jeffrey Foreman's Qualified Plan Consultants, LLC Experience May 2014 - March 2015
Job Student at Drake University
Industry Higher Education
Experience
The Wittern Group May 2015 - Present
Drake University August 2011 - May 2015
Qualified Plan Consultants, LLC May 2014 - March 2015
The Village of Winfield May 2011 - August 2013
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Public Speaking, Social Media, Access, Teamwork, Event Planning, Leadership, Critical Thinking, Time Management, Marketing, Consulting, Marketing Strategy, Social Networking
Education
Drake University 2011 — 2015
Drake University 2011 — 2015
Bachelor of Science (B.S.), Marketing
The Wittern Group May 2015 - Present
Drake University August 2011 - May 2015
Qualified Plan Consultants, LLC May 2014 - March 2015
The Village of Winfield May 2011 - August 2013
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Public Speaking, Social Media, Access, Teamwork, Event Planning, Leadership, Critical Thinking, Time Management, Marketing, Consulting, Marketing Strategy, Social Networking
Education
Drake University 2011 — 2015
Drake University 2011 — 2015
Bachelor of Science (B.S.), Marketing
Deyann Whittie Deyann Whittie's Qualified Plan Consultants, LLC Experience September 2008 - Present
Job New Business Document Analyst at Qualified Plan Consultants, LLC
Industry Financial Services
Experience
Qualified Plan Consultants, LLC September 2008 - Present
U.S. Bank March 2002 - March 2008
Skills
Pensions, 401k
Education
University of Northern Iowa
Bachelor of Arts (BA), Accounting
Qualified Plan Consultants, LLC September 2008 - Present
U.S. Bank March 2002 - March 2008
Skills
Pensions, 401k
Education
University of Northern Iowa
Bachelor of Arts (BA), Accounting
Justin Eason Justin Eason's Qualified Plan Consultants, LLC Experience November 2011 - December 2013
Job Retirement Account Coordinator at Qualified Plan Consultants, LLC
Industry Financial Services
Experience
Qualified Plan Consultants, LLC November 2011 - December 2013
ING Nederland February 2009 - November 2011
Skills
Retirement, Retirement Planning, 401k, Pensions, Data Analysis, System Administration, ERISA, Relationship Management, Financial Services, Loans, Series 6, Form 5500 preparation, Compliance, Microsoft Excel, Access Database
Education
Iowa State University 2014 — 2016
Bachelor's degree, Genetics
Washington State Community College 2002 — 2004
Business/Commerce, General
Lee University 2001 — 2003
Theology/Theological Studies
Qualified Plan Consultants, LLC November 2011 - December 2013
ING Nederland February 2009 - November 2011
Skills
Retirement, Retirement Planning, 401k, Pensions, Data Analysis, System Administration, ERISA, Relationship Management, Financial Services, Loans, Series 6, Form 5500 preparation, Compliance, Microsoft Excel, Access Database
Education
Iowa State University 2014 — 2016
Bachelor's degree, Genetics
Washington State Community College 2002 — 2004
Business/Commerce, General
Lee University 2001 — 2003
Theology/Theological Studies
Lorenz Hasan Lorenz Hasan's Qualified Plan Consultants, LLC Experience April 2009 - Present
Job Retirement Plan Consultant at Qualified Plan Consultants, LLC
Industry Financial Services
Experience
Qualified Plan Consultants, LLC April 2009 - Present
Aon Hewitt October 2005 - April 2009
Kingland Systems October 2003 - August 2005
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, 401k, ERISA, Retirement, Retirement Planning, Defined Benefit, Vendor Management
Education
Iowa State University 2000 — 2005
Bachelor of Applied Science (B.A.Sc.), Finance and Financial Management Services
Iowa State University - College of Business
Bachelor of Science (B.S.), Finance, General
Qualified Plan Consultants, LLC April 2009 - Present
Aon Hewitt October 2005 - April 2009
Kingland Systems October 2003 - August 2005
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, 401k, ERISA, Retirement, Retirement Planning, Defined Benefit, Vendor Management
Education
Iowa State University 2000 — 2005
Bachelor of Applied Science (B.A.Sc.), Finance and Financial Management Services
Iowa State University - College of Business
Bachelor of Science (B.S.), Finance, General
Chelsey Stanley Chelsey Stanley's Qualified Plan Consultants, LLC Experience June 2007 - Present
Job Retirement Account Coordinator III at Qualified Plan Consultants, LLC
Industry Financial Services
Experience
Qualified Plan Consultants, LLC June 2007 - Present
Wells Fargo 2004 - 2005
Skills
401k, Pensions, Compliance Testing, Form 5500 Preparation, Distribution and Loan..., Microsoft Excel, Customer Service
Education
Kirkwood Community College
Qualified Plan Consultants, LLC June 2007 - Present
Wells Fargo 2004 - 2005
Skills
401k, Pensions, Compliance Testing, Form 5500 Preparation, Distribution and Loan..., Microsoft Excel, Customer Service
Education
Kirkwood Community College
Sarah Secory Sarah Secory's Qualified Plan Consultants, LLC Experience April 2013 - Present
Job Retirement Plan Consultant at Qualified Plan Consultants, LLC
Industry Financial Services
Experience
Qualified Plan Consultants, LLC April 2013 - Present
PAI May 2012 - Present
Qualifed Plan Consultants July 2009 - May 2012
Principal Financial Group May 2007 - July 2009
Skills
401k, Pensions, Customer Service, Retirement Planning, Account Reconciliation, Retirement, Employee Benefits, ERISA, Customer Retention
Education
University of Northern Iowa 2003 — 2007
Bachelors, Business Marketing
Qualified Plan Consultants, LLC April 2013 - Present
PAI May 2012 - Present
Qualifed Plan Consultants July 2009 - May 2012
Principal Financial Group May 2007 - July 2009
Skills
401k, Pensions, Customer Service, Retirement Planning, Account Reconciliation, Retirement, Employee Benefits, ERISA, Customer Retention
Education
University of Northern Iowa 2003 — 2007
Bachelors, Business Marketing
Jedediah Stegman's Qualified Plan Consultants, LLC Experience February 2014 - Present
Job Account Coordinator at Qualified Plan Consultants, LLC
Industry Financial Services
Experience
Qualified Plan Consultants, LLC February 2014 - Present
Cognizant Technology Solutions August 2012 - January 2014
ING April 2007 - August 2012
ING September 2006 - August 2012
CVCSS 2004 - 2006
Skills
Insurance, Microsoft Office, Process Improvement, Relationship Management, Coaching, Team Building, Public Speaking, Customer Service, Financial Analysis, Financial Services, Investments, Leadership, Microsoft Excel, Mortgage Lending, Risk Management, Team Leadership, Training, Management
Education
University of Northern Iowa 2001 — 2006
University of Newcastle 2003 — 2003
Qualified Plan Consultants, LLC February 2014 - Present
Cognizant Technology Solutions August 2012 - January 2014
ING April 2007 - August 2012
ING September 2006 - August 2012
CVCSS 2004 - 2006
Skills
Insurance, Microsoft Office, Process Improvement, Relationship Management, Coaching, Team Building, Public Speaking, Customer Service, Financial Analysis, Financial Services, Investments, Leadership, Microsoft Excel, Mortgage Lending, Risk Management, Team Leadership, Training, Management
Education
University of Northern Iowa 2001 — 2006
University of Newcastle 2003 — 2003
Chuck Bortscheller's Qualified Plan Consultants, LLC Experience April 2014 - March 2015
Job Do you need insurance?
Industry Financial Services
Experience
Northwestern Mutual May 2015 - Present
Qualified Plan Consultants, LLC April 2014 - March 2015
Principal September 2010 - April 2014
Skills
Customer Service, Microsoft Office, Microsoft Word, Outlook, Microsoft Excel, 401k, Retirement, Investments
Education
University of Northern Iowa 1994 — 1999
Psychology, Psychology
Northwestern Mutual May 2015 - Present
Qualified Plan Consultants, LLC April 2014 - March 2015
Principal September 2010 - April 2014
Skills
Customer Service, Microsoft Office, Microsoft Word, Outlook, Microsoft Excel, 401k, Retirement, Investments
Education
University of Northern Iowa 1994 — 1999
Psychology, Psychology
Stephanie Doane's Qualified Plan Consultants, LLC Experience January 2015 - Present
Job Retirement Plan Consultant at Qualified Plan Consultants, LLC
Industry Financial Services
Experience
Qualified Plan Consultants, LLC January 2015 - Present
Pension Administrators, LLC August 2013 - Present
Ameritas June 2012 - August 2013
Ameritas July 2001 - October 2011
KeyBank 1994 - 1997
American Century Investments 1985 - 1988
Skills
Retirement Planning, Mutual Funds, Series 6, Fixed Annuities, ERISA, Retirement, Life Insurance, Employee Benefits, Investments, Securities, IRAs, Term Life Insurance
Education
University of Nebraska at Omaha 1980 — 1985
BS, Public Relations
Marian High School 1977 — 1980
Qualified Plan Consultants, LLC January 2015 - Present
Pension Administrators, LLC August 2013 - Present
Ameritas June 2012 - August 2013
Ameritas July 2001 - October 2011
KeyBank 1994 - 1997
American Century Investments 1985 - 1988
Skills
Retirement Planning, Mutual Funds, Series 6, Fixed Annuities, ERISA, Retirement, Life Insurance, Employee Benefits, Investments, Securities, IRAs, Term Life Insurance
Education
University of Nebraska at Omaha 1980 — 1985
BS, Public Relations
Marian High School 1977 — 1980
Alicia Foley's Qualified Plan Consultants, LLC Experience 2009 - 2009
Job Weapon System Manager/Item Manager at U.S. Army TACOM LCMC
Industry Defense & Space
Experience
U.S. Army TACOM LCMC 2010 - Present
Qualified Plan Consultants, LLC 2009 - 2009
Denman & Company, LLP 2008 - 2009
Celebrations Bridal Shopp 2005 - 2008
Dubuque Public Pool 2005 - 2005
Skills
Accounting, Microsoft Excel, Microsoft Office, Customer Service, Microsoft Word, PowerPoint, Outlook, Accounts Payable, Financial Reporting, Accounts Receivable, Supply Chain Management, Project Management, Business Analysis, Marketing Strategy, Analysis, Process Improvement, Management, Public Speaking
Education
Lawrence Technological University 2010 — 2014
Master of Business Administration (M.B.A.), Business Administration and Management, General, 3.5/4.0
St. Ambrose University 2004 — 2008
Bachelor's Degree, Major in Business and Finance Minor in Accounting, 3.2/4.0
U.S. Army TACOM LCMC 2010 - Present
Qualified Plan Consultants, LLC 2009 - 2009
Denman & Company, LLP 2008 - 2009
Celebrations Bridal Shopp 2005 - 2008
Dubuque Public Pool 2005 - 2005
Skills
Accounting, Microsoft Excel, Microsoft Office, Customer Service, Microsoft Word, PowerPoint, Outlook, Accounts Payable, Financial Reporting, Accounts Receivable, Supply Chain Management, Project Management, Business Analysis, Marketing Strategy, Analysis, Process Improvement, Management, Public Speaking
Education
Lawrence Technological University 2010 — 2014
Master of Business Administration (M.B.A.), Business Administration and Management, General, 3.5/4.0
St. Ambrose University 2004 — 2008
Bachelor's Degree, Major in Business and Finance Minor in Accounting, 3.2/4.0
Abigail Bunge's Qualified Plan Consultants, LLC Experience October 2006 - Present
Job Retirement Plan Consultant, QKA at Qualified Plan Consultants, LLC
Industry Financial Services
Experience
Qualified Plan Consultants, LLC October 2006 - Present
Skills
Profit Sharing, Pensions, Retirement, 401k, Process Improvement, Employee Benefits, Retirement Planning, Retirement Plan..., ERISA
Education
Iowa State University 2002 — 2006
Finance
Qualified Plan Consultants, LLC October 2006 - Present
Skills
Profit Sharing, Pensions, Retirement, 401k, Process Improvement, Employee Benefits, Retirement Planning, Retirement Plan..., ERISA
Education
Iowa State University 2002 — 2006
Finance