Name variants:
Curt Rodriquez
Last updated Jul 08, 2024
Contact Information
Last Update
Jul 1, 2022
Email
cr**@pentegra.com, ca**@transamericaeast.com
Location
Stamford, CT
Company
Workplace
Colleagues
Work History
Senior Pension Consultant
2500 Westchester Ave #106, Purchase, NY 10577
Feb 2013 — Mar 2015
Account Representative
701 Westchester Ave, White Plains, NY 10604
from Mar 2015
Senior Compliance Manager
Maryland
Performed ADP/ACP non-discrimination testing to determine if coverage, top heavy and highly compensated ratios are met. Prepared year-end Audit packages and form 5500 for PWBA filing. Ensure...
Sep 2004 — Feb 2013
Pension Analyst
325 Wireless Blvd, Hauppauge, NY 11788
Supported management in the day-to-day compliance efforts related to regulatory, legal policies, procedures and practices. Analyzed employee census data to guarantee clients are meeting mini...
Jan 2003 — Sep 2004
Senior Pension Consultant
Maintained the daily recordkeeping of over 85 clients. Prepared quarterly statements and auditor's reports. Heavy client contact which included corresponding to participants, accountants and...
Nov 2000 — Dec 2002
Education
2008 — 2010
Occupations
Sales Specialist
Account Representative
Counselor
Accountant
Finance and Accounting Specialist
Client Service Officer
Customer Service
Advisor
Accounting Bookkeeper
Bookkeeper
Skills
Pensions
401K
Retirement
Retirement Planning
Insurance
Auditing
Financial Services
Financial Statements
Management
Investments
Mutual Funds
Defined Benefit
Employee Benefits
Securities
Series 63
Series 6
Retirement Plan Consulting
Relationship Management
Erisa
Qualified Retirement Plans
Profit Sharing
Defined Contribution