Qualified Plans, LLC
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Qualified Plans, LLC Employees
Employee
Years
Job
Industry
Rita Croft Rita Croft's Qualified Plans, LLC Experience June 2014 - Present
Job Plan Consultant at Qualified Plans, LLC
Industry Accounting
Experience
Qualified Plans, LLC June 2014 - Present
Benefits Administration Services, LLC February 2010 - May 2014
Benefits Administration Services, LLC January 2001 - January 2010
Skills
401k, Pensions, Accounting, CPA, Tax, ERISA, Employee Benefits, Retirement, Retirement Planning
Education
Jacksonville State University 1973 — 1976
BS Accounting, Accounting
Qualified Plans, LLC June 2014 - Present
Benefits Administration Services, LLC February 2010 - May 2014
Benefits Administration Services, LLC January 2001 - January 2010
Skills
401k, Pensions, Accounting, CPA, Tax, ERISA, Employee Benefits, Retirement, Retirement Planning
Education
Jacksonville State University 1973 — 1976
BS Accounting, Accounting
Scott Caloway Scott Caloway's Qualified Plans, LLC Experience September 2009 - July 2010
Job Helping financial advisors and consultants grow their businesses through corporate retirement plans
Industry Financial Services
Experience
ADP June 2015 - Present
Principal Financial Group July 2010 - February 2015
Qualified Plans, LLC September 2009 - July 2010
MassMutual September 2007 - September 2009
ADP May 2005 - September 2007
ADP May 2003 - May 2005
ADP March 2002 - May 2003
ADP March 2000 - March 2002
ADP April 1998 - March 2000
Skills
401k, 403 b, Deferred Compensation..., Defined Benefit Plans, Executive Benefit..., Pension Plans, Tax Exempt Plans, ESOP, Series 7, Series 24, Series 66
Education
University of Delaware 1990 — 1995
B.S., Business Administration/Management
ADP June 2015 - Present
Principal Financial Group July 2010 - February 2015
Qualified Plans, LLC September 2009 - July 2010
MassMutual September 2007 - September 2009
ADP May 2005 - September 2007
ADP May 2003 - May 2005
ADP March 2002 - May 2003
ADP March 2000 - March 2002
ADP April 1998 - March 2000
Skills
401k, 403 b, Deferred Compensation..., Defined Benefit Plans, Executive Benefit..., Pension Plans, Tax Exempt Plans, ESOP, Series 7, Series 24, Series 66
Education
University of Delaware 1990 — 1995
B.S., Business Administration/Management
Katie Green Katie Green's Qualified Plans, LLC Experience January 2013 - Present
Job Sales and Marketing Director at Qualified Plans, LLC
Industry Financial Services
Experience
Qualified Plans, LLC January 2013 - Present
Retirement Strategies, Inc. January 2012 - November 2012
John Hancock Retirement Plan Services January 2011 - November 2011
John Hancock Retirement Plan Services June 2008 - December 2010
Fulton County July 2007 - June 2008
Education
The University of Georgia 2002 — 2007
Bachelors, Special Education
Qualified Plans, LLC January 2013 - Present
Retirement Strategies, Inc. January 2012 - November 2012
John Hancock Retirement Plan Services January 2011 - November 2011
John Hancock Retirement Plan Services June 2008 - December 2010
Fulton County July 2007 - June 2008
Education
The University of Georgia 2002 — 2007
Bachelors, Special Education
Donna Barr, ERPA, QPA, QKA Donna Barr, ERPA, QPA, QKA's Qualified Plans, LLC Experience May 2014 - Present
Job Senior Plan Consultant at Qualified Plans, LLC
Industry Accounting
Experience
Qualified Plans, LLC May 2014 - Present
Benefits Administration Services, LLc 2004 - June 2014
Barfield Murphy Shank & Smith October 2004 - May 2014
Barfield, Murphy, Shank & Smith, PC 2004 - 2010
Synovus July 2000 - October 2004
Skills
401k, Accounting, ERISA, Pensions, Employee Benefits, Retirement Planning, Financial Reporting, Financial Analysis, QuickBooks
Education
Middle Tennessee State University 1976 — 1978
Bachelor of Science (BS), Education
Qualified Plans, LLC May 2014 - Present
Benefits Administration Services, LLc 2004 - June 2014
Barfield Murphy Shank & Smith October 2004 - May 2014
Barfield, Murphy, Shank & Smith, PC 2004 - 2010
Synovus July 2000 - October 2004
Skills
401k, Accounting, ERISA, Pensions, Employee Benefits, Retirement Planning, Financial Reporting, Financial Analysis, QuickBooks
Education
Middle Tennessee State University 1976 — 1978
Bachelor of Science (BS), Education
John H. Dingle, Jr., ERPA, QPA, QKA, MBA John H. Dingle, Jr., ERPA, QPA, QKA, MBA's Qualified Plans, LLC Experience 2007 - 2010
Job Pension Administrator at Culver Retirement Services, Inc.
Industry Financial Services
Experience
Culver Retirement Services, Inc. June 2010 - Present
Qualified Plans, LLC 2007 - 2010
American Pensions, Inc. 1999 - 2007
Education
Webster University 2005 — 2006
MBA, Business Administration
University of South Carolina-Columbia 1993 — 1996
Bachelors, Accounting
Culver Retirement Services, Inc. June 2010 - Present
Qualified Plans, LLC 2007 - 2010
American Pensions, Inc. 1999 - 2007
Education
Webster University 2005 — 2006
MBA, Business Administration
University of South Carolina-Columbia 1993 — 1996
Bachelors, Accounting
Mallory Carter's Qualified Plans, LLC Experience June 2007 - October 2008
Job Sr. Business Analyst
Industry Aviation & Aerospace
Experience
Gulfstream Aerospace August 2015 - Present
Gulfstream Aerospace July 2014 - August 2015
Gulfstream Aerospace October 2011 - July 2014
Hancock Askew & Co LLP October 2008 - April 2011
Qualified Plans, LLC June 2007 - October 2008
Pulte Mortgage August 2004 - June 2007
Skills
Excel, Microsoft Office, Administration, Word, Outlook, PowerPoint, Access, Customer Service, Scheduling, Event Planning, Accounts Receivable, Problem Solving, Teamwork, Research, Documentation, Proposal Writing, Writing, Planning, Team Building, English, Fundraising, Accounting, Supervisory Skills, Process Improvement, Invoicing, Accounts Payable, Data Entry, Financial Reporting, Coordination, Windows, Microsoft Excel, Financial Accounting, Bookkeeping, Account Reconciliation, Internal Controls, Financial Analysis, Budgets, Strategic Planning
Education
Ashford University 2011 — 2015
Bachelor's degree, Organizational Management
University of Phoenix 2003 — 2007
Associates, Business
Gulfstream Aerospace August 2015 - Present
Gulfstream Aerospace July 2014 - August 2015
Gulfstream Aerospace October 2011 - July 2014
Hancock Askew & Co LLP October 2008 - April 2011
Qualified Plans, LLC June 2007 - October 2008
Pulte Mortgage August 2004 - June 2007
Skills
Excel, Microsoft Office, Administration, Word, Outlook, PowerPoint, Access, Customer Service, Scheduling, Event Planning, Accounts Receivable, Problem Solving, Teamwork, Research, Documentation, Proposal Writing, Writing, Planning, Team Building, English, Fundraising, Accounting, Supervisory Skills, Process Improvement, Invoicing, Accounts Payable, Data Entry, Financial Reporting, Coordination, Windows, Microsoft Excel, Financial Accounting, Bookkeeping, Account Reconciliation, Internal Controls, Financial Analysis, Budgets, Strategic Planning
Education
Ashford University 2011 — 2015
Bachelor's degree, Organizational Management
University of Phoenix 2003 — 2007
Associates, Business
Jenni (Ryan) Farrell, MBA's Qualified Plans, LLC Experience July 2014 - Present
Job Firm Administrator at Qualified Plans, LLC
Industry Accounting
Experience
Qualified Plans, LLC July 2014 - Present
North American Lubricants September 2012 - July 2014
Hancock Askew & Co LLP September 2003 - September 2012
Skills
Accounting, QuickBooks, Payroll, Financial Reporting, Human Resources, Accounts Payable, General Ledger, Account Reconciliation, Bookkeeping, Accounts Receivable, Financial Accounting, Tax Returns, Tax Preparation, GAAP, Internal Controls, Cash Flow, Mergers & Acquisitions, Benefits Administration, Office Administration, Hiring, New Hire Orientations, Budgets, Budget Process, Budget Forecasts, Operating Budgets
Education
Georgia Southern University - College of Business Administration 2008 — 2010
Master of Business Administration (M.B.A.), Business Administration and Management, General
University of Phoenix-Savannah Campus 2005 — 2007
Bachelor's degree, Accounting
St. Pius X High School 1992 — 1996
Qualified Plans, LLC July 2014 - Present
North American Lubricants September 2012 - July 2014
Hancock Askew & Co LLP September 2003 - September 2012
Skills
Accounting, QuickBooks, Payroll, Financial Reporting, Human Resources, Accounts Payable, General Ledger, Account Reconciliation, Bookkeeping, Accounts Receivable, Financial Accounting, Tax Returns, Tax Preparation, GAAP, Internal Controls, Cash Flow, Mergers & Acquisitions, Benefits Administration, Office Administration, Hiring, New Hire Orientations, Budgets, Budget Process, Budget Forecasts, Operating Budgets
Education
Georgia Southern University - College of Business Administration 2008 — 2010
Master of Business Administration (M.B.A.), Business Administration and Management, General
University of Phoenix-Savannah Campus 2005 — 2007
Bachelor's degree, Accounting
St. Pius X High School 1992 — 1996
Magen Jones's Qualified Plans, LLC Experience 2008 - Present
Job Executive Assistant at Qualified Plans, LLC
Industry Financial Services
Experience
Qualified Plans, LLC 2008 - Present
Sun City Hilton Head Community Association 2006 - 2008
Education
Calvary Day School
Armstrong State University
Qualified Plans, LLC 2008 - Present
Sun City Hilton Head Community Association 2006 - 2008
Education
Calvary Day School
Armstrong State University
Dawn Whitaker's Qualified Plans, LLC Experience September 2008 - June 2009
Job Financial Services Professional
Industry Financial Services
Experience
Qualified Plans, LLC September 2008 - June 2009
American Pensions, Inc. October 2005 - November 2007
Elliott Davis, LLC November 2004 - September 2005
Pension Systems, Inc. May 2000 - October 2004
Education
Georgia Southern University 1993 — 1997
BBA, Finance
Qualified Plans, LLC September 2008 - June 2009
American Pensions, Inc. October 2005 - November 2007
Elliott Davis, LLC November 2004 - September 2005
Pension Systems, Inc. May 2000 - October 2004
Education
Georgia Southern University 1993 — 1997
BBA, Finance
Tracie Burritt's Qualified Plans, LLC Experience June 2015 - Present
Job Plan Administrator at Qualified Plans, LLC
Industry Financial Services
Experience
Qualified Plans, LLC June 2015 - Present
The Retirement Advantage October 2011 - May 2015
Skills
Defined Contribution, Financial Analysis, Financial Services, Process Improvement, Investments, 401k, Employee Benefits, Pensions, Retirement Planning, Accounting, Account Management, Analysis, Data Analysis, Customer Service, CRM, Microsoft Excel, Microsoft Office, Microsoft Word, Outlook, Training, Time Management, Teamwork, Project Management
Education
Grand Valley State University 1993 — 1997
Bachelor’s Degree, Accounting
Qualified Plans, LLC June 2015 - Present
The Retirement Advantage October 2011 - May 2015
Skills
Defined Contribution, Financial Analysis, Financial Services, Process Improvement, Investments, 401k, Employee Benefits, Pensions, Retirement Planning, Accounting, Account Management, Analysis, Data Analysis, Customer Service, CRM, Microsoft Excel, Microsoft Office, Microsoft Word, Outlook, Training, Time Management, Teamwork, Project Management
Education
Grand Valley State University 1993 — 1997
Bachelor’s Degree, Accounting