John Goetz

Retirement Plan Administrator

John Goetz has been working as a Retirement Plan Administrator at Benetrends Financial since 2018. Moreover, the professional has an employment history at more than eight companies in the relevant field. John has a total work experience of 16+ years. John attended school at the Broward College from 1988 to 1991. John can be found in Gilbertsville, Pennsylvania – where this person is currently located. You can contact with John by looking for phone number or email address or get further information by requesting access to this expert's details.
Name variants:
Johnn Goetz, Jon Goetz, Jack Goetz, Jackie Goetz, Jacky Goetz, Johnny Goetz
Last updated May 26, 2024

Contact Information

Last Update
Jul 6, 2022
Email
jg**@fult.com
Location
Gilbertsville, PA

Workplace

Benetrends Financial
Retirement Plan Administrator

North Wales, PA

Industry

Financial Services

Work History

Retirement Plan Administrator

1180 Welsh Rd SUITE 280, North Wales, PA 19454
Single point of contact for a group of existing Retirement Plan Services Clients. Responsible for completion and review of all aspects of plan administration including, employee census recon...
from Jul 2018

Retirement Plan Administrator

Managed DC retirement plans, requiring full plan administration duties. This included plan census collection, contribution calculations, nondiscrimination testing, account reconciliation, ca...
Oct 2016 — Jul 2018

Retirement Plan Administrator

1 Penn Sq, Lancaster, PA 17602
Primary focus on processing the retirement plan transactions and record keeping duties for a book of business comprised of thirty plus companies. Ensure timely completion of annual testing...
Oct 2015 — 2016

Compliance Administrator

206 Cambria Ave SUITE D, Pleasantville, NJ 08232
Jan 2013 — Mar 2015

Benefits Coordinator

259 north Radnor Chester Rd SUITE 100, Radnor, PA 19087
Primary focus on managing the day to day operations of the company’s 401(k), Stock Purchase, and Defined Contribution plans. Responsible for performing bi-weekly funding process to Retiremen...
Jun 2011 — Jan 2013

Compliance Administrator

100 Vanguard Blvd, Valley Forge, PA
Performed standard compliance testing and analysis functions for defined contribution plans. Researched and resolved compliance technical regulatory issues with assistance as necessary. Deli...
Jan 2008 — Jun 2011

Data Analyst

Asi
4800 Street Rd, Trevose, PA 19053
Managed all aspects for reporting daily, monthly and annual revenue. Analyzed variances to financial budgets and prior year performance. Developed sales forecasts and strategic plans. Calcul...
Jul 2006 — Dec 2007

Senior Analyst

151 Farmington Ave, Hartford, CT 06105
Jun 2001 — Jun 2006

Occupations

Accountant
Finance and Accounting Specialist
Accounting Bookkeeper
Bookkeeper

Skills

Process Improvement
Microsoft Office
Analysis
Customer Service
Management
Business Process Improvement
Budgets
Marketing Strategy
Team Building
Budgeting
Analytical Skills
Mas 90
Cognos

FAQs about John Goetz

What's the main profession of John Goetz?

John is a Retirement Plan Administrator.

What are the profession of The professional?

These person's professions are Accountant and Finance and Accounting Specialist

Where is John Goetz currently located?

John is currently located in Gilbertsville, Pennsylvania.

Does John Goetz have the email address?

jg**@fult.com is The expert's email address.

How many companies did John Goetz work at?

The professional worked at eight jobs.

Where has John Goetz studied?

John studied at the Broward College from 1988 to 1991.

What is professional industry that John Goetz is connected to?

John Goetz works in Financial Services industry.

Are there any skills John Goetz has?

John Goetz has such skills as Process Improvement, Microsoft Office, Analysis, Customer Service, Management, Business Process Improvement, Budgets, Marketing Strategy, and Team Building.
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