The Pension Specialists, Ltd.
Description
Address: 10501 N 2nd St, Machesney Park, IL 61115 Hours: Open ⋅ Closes 5PM Tuesday8AM–5PMWednesday8AM–5PMThursday8AM–5PMFriday8AM–5PMSaturdayClosedSundayClosedMonday8AM–5PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (815) 394-5500: : : : Website: : Place name: Category: : Website: http://www.pensioninsider.com/ Category: Corporate office Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question
The Pension Specialists, Ltd. List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at The Pension Specialists, Ltd.. You can filter them based on skills, years of employment, job, education, department, and prior employment.
The Pension Specialists, Ltd. Salaries. You can even request information on how much does The Pension Specialists, Ltd. pay if you want to. Learn about salaries, pros and cons of working for The Pension Specialists, Ltd. directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
14 The Pension Specialists, Ltd. employees in database. Find out everything there's to know about The Pension Specialists, Ltd. employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
The Pension Specialists, Ltd. Employees
Employee
Years
Job
Industry
Gage Pruyne Gage Pruyne's The Pension Specialists, Ltd. Experience June 2010 - August 2010
Job Inventory Control Supervisor
Industry Sporting Goods
Experience
MidwayUSA October 2013 - Present
Michigan Tech Emergency Medical Services August 2012 - May 2013
Greenlee May 2012 - August 2012
Michigan Tech EMS August 2011 - May 2012
Win-Bur-Sew Fire Department August 2008 - October 2010
The Pension Specialists, Ltd. June 2010 - August 2010
Skills
Creative Direction, Lean Manufacturing, Marketing, Microsoft Office, Project Planning, Social Media, Continuous Improvement, Leadership, Team Building, Cross-functional Team..., Lean Startup, Kaizen, Microsoft Excel, Operational Excellence, High Stress Environment
Education
Michigan Technological University 2009 — 2013
Bachelor's degree, Business, Management, Marketing, and Related Support Services, 3.10
MidwayUSA October 2013 - Present
Michigan Tech Emergency Medical Services August 2012 - May 2013
Greenlee May 2012 - August 2012
Michigan Tech EMS August 2011 - May 2012
Win-Bur-Sew Fire Department August 2008 - October 2010
The Pension Specialists, Ltd. June 2010 - August 2010
Skills
Creative Direction, Lean Manufacturing, Marketing, Microsoft Office, Project Planning, Social Media, Continuous Improvement, Leadership, Team Building, Cross-functional Team..., Lean Startup, Kaizen, Microsoft Excel, Operational Excellence, High Stress Environment
Education
Michigan Technological University 2009 — 2013
Bachelor's degree, Business, Management, Marketing, and Related Support Services, 3.10
Michael St. John Michael St. John's The Pension Specialists, Ltd. Experience November 2009 - September 2011
Job Director of Accounting & Tax Services
Industry Accounting
Experience
John Morrissey Accountants, Inc. October 2011 - Present
The Morrissey Family Businesses October 2011 - Present
The Pension Specialists, Ltd. November 2009 - September 2011
Mueller & Co., LLP March 2007 - October 2009
Spectrum Assets, Inc 1999 - 2007
St. John & Landon, P.A. 1991 - 2006
Skills
Payroll, Employee Benefits, Accounting, Tax, 401k, Auditing, Retirement Planning, Finance, Investments, Income Tax, Financial Planners, Human Resources, CPA, Financial Statements, Wealth Management, Strategic Financial..., Investment Advisory, Retirement Plan..., Financial Services, Financial Advisory, Financial Analysis, Retirement, Trusts, Pensions, Investment Management, Mutual Funds, Estate Planning, Asset Allocation, Cash Flow, Defined Benefit, Tax Preparation, Asset Management, Small Business, Financial Reporting, Cash Flow Forecasting, ERISA, Payroll Taxes, QuickBooks, Series 7, Management Consulting, Investment Strategies, Tax Accounting, Defined Contribution
Education
Marquette University 1986 — 1990
BS, Business Administration / Accounting
John Morrissey Accountants, Inc. October 2011 - Present
The Morrissey Family Businesses October 2011 - Present
The Pension Specialists, Ltd. November 2009 - September 2011
Mueller & Co., LLP March 2007 - October 2009
Spectrum Assets, Inc 1999 - 2007
St. John & Landon, P.A. 1991 - 2006
Skills
Payroll, Employee Benefits, Accounting, Tax, 401k, Auditing, Retirement Planning, Finance, Investments, Income Tax, Financial Planners, Human Resources, CPA, Financial Statements, Wealth Management, Strategic Financial..., Investment Advisory, Retirement Plan..., Financial Services, Financial Advisory, Financial Analysis, Retirement, Trusts, Pensions, Investment Management, Mutual Funds, Estate Planning, Asset Allocation, Cash Flow, Defined Benefit, Tax Preparation, Asset Management, Small Business, Financial Reporting, Cash Flow Forecasting, ERISA, Payroll Taxes, QuickBooks, Series 7, Management Consulting, Investment Strategies, Tax Accounting, Defined Contribution
Education
Marquette University 1986 — 1990
BS, Business Administration / Accounting
John Merwin's The Pension Specialists, Ltd. Experience January 2002 - Present
Job Retirement Plan Consultant / Shareholder, The Pension Specialists, Ltd.
Industry Accounting
Experience
The Pension Specialists, Ltd. January 2002 - Present
The Pension Specialists, Ltd. January 1996 - Present
US Retirement Plan Record Keeping, LLC September 2006 - October 2012
Rockford Housing Authority September 1993 - January 1996
Skills
Employee Benefits, Insurance, Defined Contribution, Business Planning, Small Business, 401k, ERISA, Defined Benefit, Retirement Plan..., Profit Sharing, Strategic Financial..., Investment Advisory, Mutual Funds, Financial Planners, Qualified Retirement..., Estate Planning, Executive Pay, Asset Allocation, Wealth Management, Securities
Education
Rockford University 1984 — 1992
BS, Economics, Business Administration
Rockford East High School
The Pension Specialists, Ltd. January 2002 - Present
The Pension Specialists, Ltd. January 1996 - Present
US Retirement Plan Record Keeping, LLC September 2006 - October 2012
Rockford Housing Authority September 1993 - January 1996
Skills
Employee Benefits, Insurance, Defined Contribution, Business Planning, Small Business, 401k, ERISA, Defined Benefit, Retirement Plan..., Profit Sharing, Strategic Financial..., Investment Advisory, Mutual Funds, Financial Planners, Qualified Retirement..., Estate Planning, Executive Pay, Asset Allocation, Wealth Management, Securities
Education
Rockford University 1984 — 1992
BS, Economics, Business Administration
Rockford East High School
Tonya Poppen's The Pension Specialists, Ltd. Experience October 2014 - January 2015
Job Director of Outreach Ministries at Cornerstone Family Church (formerly First Baptist Church of Byron)
Industry Nonprofit Organization Management
Experience
Cornerstone Family Church (formerly First Baptist Church of Byron) April 2013 - Present
Cornerstone Family Church (formerly First Baptist Church of Byron) April 2013 - Present
The Pension Specialists, Ltd. October 2014 - January 2015
Operation Mom September 2007 - January 2014
Northern IL Area Women's Ministry October 2012 - October 2013
The Pension Specialists, Ltd. September 2011 - February 2012
Creative Memories September 2004 - December 2007
CNA Trust July 2002 - August 2003
Administrative Management Group (now Lincoln Financial) September 2000 - January 2002
RSM McGladrey September 1997 - September 2000
Skills
Retirement Planning, Retirement, Customer Service, Accounting, Strategic Planning, Public Speaking, Microsoft Office, Nonprofits, Team Building, Event Planning, Fundraising, Volunteer Management, Event Management, Public Relations, Community Outreach, Leadership
Education
Rock Valley College 2007 — 2009
Associate of Arts (A.A.), Business and accounting electives, 4.0/4.0
Lewis-Clark State College 1988 — 1989
Cornerstone Family Church (formerly First Baptist Church of Byron) April 2013 - Present
Cornerstone Family Church (formerly First Baptist Church of Byron) April 2013 - Present
The Pension Specialists, Ltd. October 2014 - January 2015
Operation Mom September 2007 - January 2014
Northern IL Area Women's Ministry October 2012 - October 2013
The Pension Specialists, Ltd. September 2011 - February 2012
Creative Memories September 2004 - December 2007
CNA Trust July 2002 - August 2003
Administrative Management Group (now Lincoln Financial) September 2000 - January 2002
RSM McGladrey September 1997 - September 2000
Skills
Retirement Planning, Retirement, Customer Service, Accounting, Strategic Planning, Public Speaking, Microsoft Office, Nonprofits, Team Building, Event Planning, Fundraising, Volunteer Management, Event Management, Public Relations, Community Outreach, Leadership
Education
Rock Valley College 2007 — 2009
Associate of Arts (A.A.), Business and accounting electives, 4.0/4.0
Lewis-Clark State College 1988 — 1989
Sarah Jeske's The Pension Specialists, Ltd. Experience June 2012 - Present
Job Administrative Accountant at The Pension Specialists, Ltd.
Industry Accounting
Experience
The Pension Specialists, Ltd. June 2012 - Present
Meridian June 2011 - June 2012
UPS February 1997 - June 2010
Skills
Pre-press, Customer Service, PowerPoint, Microsoft Office, Annual Reports, Employee Benefits, Accounting, Digital Printing, Account Management, Direct Marketing, Event Planning, Finance, Human Resources, Insurance, Management, Microsoft Excel, Microsoft Word, Print Management, Public Speaking, Sales
Education
ASPPA American Society of Pension Professionals and Actuaries 2012 — 2012
RPF1 and RPF2 Certifications, Retirement Professional Fundamentals 1 and 2
Rockford College 2009 — 2011
Bachelor's of Science, Business Management
Rock Valley College
Associates Degree, Biology/Biological Sciences, General
The Pension Specialists, Ltd. June 2012 - Present
Meridian June 2011 - June 2012
UPS February 1997 - June 2010
Skills
Pre-press, Customer Service, PowerPoint, Microsoft Office, Annual Reports, Employee Benefits, Accounting, Digital Printing, Account Management, Direct Marketing, Event Planning, Finance, Human Resources, Insurance, Management, Microsoft Excel, Microsoft Word, Print Management, Public Speaking, Sales
Education
ASPPA American Society of Pension Professionals and Actuaries 2012 — 2012
RPF1 and RPF2 Certifications, Retirement Professional Fundamentals 1 and 2
Rockford College 2009 — 2011
Bachelor's of Science, Business Management
Rock Valley College
Associates Degree, Biology/Biological Sciences, General
Joanne Wolfe's The Pension Specialists, Ltd. Experience March 2011 - Present
Job Distribution Administrator at The Pension Specialists, Ltd.
Industry Accounting
Experience
The Pension Specialists, Ltd. March 2011 - Present
The Pension Specialists, Ltd. October 2006 - March 2011
Skills
Accounting, Microsoft Office, Bookkeeping, Customer Service, Employee Benefits, Financial Analysis, Accounts Payable, Benefits Administration, Leadership
Education
Eastern Illinois University 1983 — 1987
Bachelor's Degree, Economics
The Pension Specialists, Ltd. March 2011 - Present
The Pension Specialists, Ltd. October 2006 - March 2011
Skills
Accounting, Microsoft Office, Bookkeeping, Customer Service, Employee Benefits, Financial Analysis, Accounts Payable, Benefits Administration, Leadership
Education
Eastern Illinois University 1983 — 1987
Bachelor's Degree, Economics
Joel Radakovitz's The Pension Specialists, Ltd. Experience October 1987 - Present
Job The Pension Specialists, Ltd, Founder and President. Dedicated to a Secure Retirement System.
Industry Accounting
Experience
The Pension Specialists, Ltd. October 1987 - Present
US Retirement Plan Record Keeping LLC January 2007 - May 2012
Skills
Retirement Plan..., Retirement Planning, Retirement, Bookkeeping, 401k, Defined Benefit, ERISA, Employee Benefits, Estate Planning, Profit Sharing, Strategic Financial..., Tax, Financial Planners, Pensions
Education
DePaul University 1973 — 1985
BS/ MS, Accounting/ Taxation
The Pension Specialists, Ltd. October 1987 - Present
US Retirement Plan Record Keeping LLC January 2007 - May 2012
Skills
Retirement Plan..., Retirement Planning, Retirement, Bookkeeping, 401k, Defined Benefit, ERISA, Employee Benefits, Estate Planning, Profit Sharing, Strategic Financial..., Tax, Financial Planners, Pensions
Education
DePaul University 1973 — 1985
BS/ MS, Accounting/ Taxation
Kimberly Mathieu's The Pension Specialists, Ltd. Experience April 2008 - September 2012
Job Loan Processor at German American State Bank
Industry Accounting
Experience
German American State Bank September 2012 - Present
The Pension Specialists, Ltd. April 2008 - September 2012
The Pension Specialists, Ltd. January 2005 - August 2011
RSM McGladrey January 1988 - December 2004
Skills
Word, Microsoft Office, Customer Relations, Customer Service, Excel, Employee Relations, Performance Management, Problem Solving, Team Building, Documentation, Event Planning
Education
Robert Morris University - Illinois 1985 — 1987
Business
German American State Bank September 2012 - Present
The Pension Specialists, Ltd. April 2008 - September 2012
The Pension Specialists, Ltd. January 2005 - August 2011
RSM McGladrey January 1988 - December 2004
Skills
Word, Microsoft Office, Customer Relations, Customer Service, Excel, Employee Relations, Performance Management, Problem Solving, Team Building, Documentation, Event Planning
Education
Robert Morris University - Illinois 1985 — 1987
Business
Ellen Champion's The Pension Specialists, Ltd. Experience November 1996 - Present
Job Director of Administration at The Pension Specialists, Ltd.
Industry Accounting
Experience
The Pension Specialists, Ltd. November 1996 - Present
Education
Rockford College
Bachelor of Science, Accounting & Business Administration
The Pension Specialists, Ltd. November 1996 - Present
Education
Rockford College
Bachelor of Science, Accounting & Business Administration
Sarah Boykin's The Pension Specialists, Ltd. Experience February 2014 - Present
Job Compliance Assistant at The Pension Specialists, Ltd.
Industry Construction
Experience
The Pension Specialists, Ltd. February 2014 - Present
Catherines Stores Corporation December 2012 - Present
Crimson Valley Landscaping April 2013 - December 2013
Skills
Customer Satisfaction, Customer Service, First Impressions, Microsoft Excel, Data Entry, Database Administration, Social Media Marketing, Outlook, Retail Sales, Team-oriented, Volunteering, Retail, Time Management, Telephone Skills, Filing, Microsoft Word, Teamwork, Public Speaking, Event Planning, Leadership, Microsoft Office, PowerPoint, Strategic Planning, Training
Education
Rockford University 2010 — 2014
Bachelor's Degree, Business Administration and Management, General
The Pension Specialists, Ltd. February 2014 - Present
Catherines Stores Corporation December 2012 - Present
Crimson Valley Landscaping April 2013 - December 2013
Skills
Customer Satisfaction, Customer Service, First Impressions, Microsoft Excel, Data Entry, Database Administration, Social Media Marketing, Outlook, Retail Sales, Team-oriented, Volunteering, Retail, Time Management, Telephone Skills, Filing, Microsoft Word, Teamwork, Public Speaking, Event Planning, Leadership, Microsoft Office, PowerPoint, Strategic Planning, Training
Education
Rockford University 2010 — 2014
Bachelor's Degree, Business Administration and Management, General