Joshua Coons is a eficient professional, working in Fox Lalonde & Kenne on the position of Vice President Operations since 2018. This expert has earned professional experience in more than five positions at various companies. Joshua Coons went to the Wabash College and received education from 2003 to 2007. This expert has these qualifications: Cpc. Hobart, Indiana is the city, where this person was lastly known to be situated. Their email address and phone number are accessed through SoftwareOfficial on demand.
Name variants:
Joshuah Coons,
Josh Coons
Last updated May 28, 2024
Contact Information
Last Update
Jul 11, 2022
Email
co**@gmail.com
Location
Hobart, IN
Company
Fox Lalonde & Kenne
Workplace
Vice President Operations
Work History
Special Services Analyst and Reviewer and Crg
Responsible for cross testing and 401(a)(4) testing
Review of annual administration, compliance testing, client receivables, and government filings
Lost Earnings Calculations
Consulting ...
Mar 2013 — Dec 2018
Senior Dc Consultant
A to Z Retirement Plan Consulting including:
Plan Document Preparation
Annual Compliance Testing
Balance Forward Recordkeeping
Plan Design Consulting
Preparation and Filing of Governme...
Nov 2011 — Mar 2013
Assistant Manager, Daily Valuation Services
9655 south 78Th Ave, Hickory Hills, IL 60457
Helped manage a staff of 5-6 people in the areas or recodkeeping and plan administration.
Consulted with clients, advisors, and accountants on plan design and new plan features.
Prepared ...
May 2007 — Nov 2011
Student Worker
Gave tours to prospective students and families. One of three head tour guides. Assisted with recruiting and market process by corresponding with prospective students.
Aug 2004 — May 2007
Education
2003 — 2007
Occupations
Executive
Vice President of Operations
Accountant
Finance and Accounting Specialist
Analyst
Journalist
Reviewer
Controlling Specialist
Vice President
Chief Executive
Accounting Bookkeeper
Bookkeeper
Analysts
Controller
Skills
Retirement
401K
Pensions
Microsoft Office
Microsoft Excel
Investments
Microsoft Word
Business Planning
Finance
Auditing
Employee Benefits
Recruiting
Mutual Funds
Management
Leadership
Customer Service
Crm
Valuation
Qualified Plan Design
Retirement Plan Consulting