Vice President Management

steve hacker

Email: *********@********.***

Address: **** ***** ****

City: Downingtown

State: PA

Zip: 19335

Country: USA

Phone: 215-***-****

Skill Level: Management

Salary Range: $120,000

Primary Skills/Experience:

See Resume

Educational Background:

See Resume

Job History / Details:

Steve E. Hacker QKA, QPA, QPFC, ERPA, MBA

1412 Price Lane

Downingtown, Pennsylvania 19335

Email: *******@*************.***

Home: 610-***-****

Cell: 215-***-****

Work Experience Qualified Plan Consultants, LLC. January 2008 - Present

President/Owner/ERISA Consultant for Hire

. Provide guidance and consulting as it pertains to Qualified Plan compliance, testing, and tax filings.

. Responsible for all duties associated with third party administration and management of staff

. ERISA Consultant to 3 other firms

. Manage my own book of business that includes ALL aspects of third party administration and Investment Advisory services.

. Represent Clients in IRS/DOL Audits

. EGTRRA Restatement Project

. 408(b)(2) and 404(a)(5) Disclosure Project

. Quarterly Technical Seminars on complicated Retirement Plan issues

Qualified Plan Consultants, LLC. (under employment contract)

Pension and Estate Planners April 2011- Present

Marketing and Technical Consultant

. Sales and Marketing of Retirement plans and Individual Investment clients

. Provide guidance and consulting as it pertains to Qualified Plan compliance.

. High end technical ERISA consulting

Qualified Plan Consultants, LLC. (under employment contract)

Lincoln Benefit Group - An NFP Company February 2009 - March 2011

Chief

of Compliance - Consultant

. Manage ERISA compliance for entire firm

. Including 401k, 403b, 457, Defined Benefit, Health & Welfare Plans

. Manage a staff of Administrators

. Conduct training seminars for internal and external professionals

. Assist Advisors in designing Qualified and Non-Qualified Plans

Qualified Plan Consultants, LLC. (under employment contract)

Strategic Planning Resources Inc. January 2003 - October 2010

Vice President/Consultant

. Provided guidance and consulting as it pertains to Qualified Plan compliance, testing, and tax filings.

. Responsible for all duties associated with third party administration and management of staff

Qualified Plan Consultants, LLC. (self-employed registered representative)

Wharton Equity Corporation/Wharton Advisors January 2003 - January 2008

Registered Investment Advisor

. Prospect/Sell new client financial services

. Provide Participant/client education presentations

. Provide investment advice to corporate and individual clients

. Meet estate planning needs of corporations and individuals

. Maintain existing book of clients

Acordia - Wells Fargo, Inc. August 2001 - January 2004

Vice President

. Retained all responsibilities as the Assistant Vice President

. Implement self-directed Sales Program for New Business

. Initiate a cross-selling plan for other lines of Business

. Train competent staff to take on more tasks

. Transferred 75% of our Annual cases to a daily environment

. Conducted due diligence on acquisition of Insurance/Benefits agencies

Acordia, Inc. September 2000 - August 2001

Assistant Vice President

. Department Manager/Pension Consultant

. Coordinate Document Restatement

. Hire/Evaluate/Provide Guidance to Pension Staff

. Software Vendor Management

. Prepare annual budget for department

. Billing and Pricing

. Research complex compliance problems

. Maintain a caseload of complex DC/DB and Section 125 plans

Manchester Benefits Group November 1998 - September 2000

Pension Consultant

. Plan Design and Consulting for 401(k), Profit Sharing, Money Purchase, 403(b), and Cafeteria Plans.

. Respond to client questions and develop client relationships

. Delegate Various Duties to Employees

. Review Employees work for accuracy

. Training Employees

. Meetings with future and present clients

. Drafting Plan Documents/Amendments/Submissions to IRS

. Plan terminations/Submissions to IRS

. Determine Control Group Status/Affiliated Service Groups

. ADP/ACP/MUT, Top Heavy, 415, 402(g) and 410(b) Compliance tests

. Deductible limit for all clients including self employed clients and 415(e) calculations

. Profit Sharing allocations including New Comparability Plans

. Trust Accounting for Annual Financial Statement

. IRS Audits

. Daily, Quarterly and Annual Valuations

. Prepare tax forms for annual plan filing (Form 5500)

. Oversee 1099-R Project for entire company

Bisys Plan Services February 1997 - November 1998

Distribution Senior Associate

. Responsible for the supervision of several distribution associates

. Created and implemented new system procedures and workflows

. Presented various reports to upper-management on distribution efficiency

. Delegated special projects to competent associates

. Technical representative for the entire distribution department

. Research distribution problems

. Worked directly with Trust Companies and Brokers

. Coordinated special projects for distributing 1099-R Tax forms to all clients

Banker's Trust Company January 1995 - February 1997

Client Service Representative

. Provided service to all participants in a very large Defined Benefit and Defined Contribution plan.

. Coordinated projects involving all indicative data changes for our client

. Actively involved in a special action team pertaining to client satisfaction for the entire service center.

. Directly involved in the implementation of a new client including plan provisions manual for new trainees and testing of new division matrices.

Education/Training Masters in Business Administration - West Chester University

The Pennsylvania State University, State College, Pennsylvania

Bachelor of Science - Major Area of Concentration in Marketing

Proficient in Microsoft Suite (Word, Excel, Power point, Outlook, Access)

Proficient in Recordkeeping system DATAIR

Proficient in Email Marketing software Constant Contacts

Proficient in Website builder Live Office

Licenses/ Series 6, 63, and 65

Designations Life, Accident, and Health license (PA, NJ, DE, NC, MA and NY)

Qualified 401(k) Administrator (QKA) Qualified Pension administrator (QPA), Enrolled Retirement Plan Agent (ERPA) and Qualified Plan Financial Consultant (QPFC) as conferred by American Society of Pension Professionals & Actuaries

Honors/Activities Second Mile Organization (Charity)

- Founding Member Chester County Chapter (2002)

- Board of Directors (Vice-President) Chester County Chapter

- Chairperson - Volunteer Resources Management Committee

- Co-Chair - Golf tournament Committee

- Chairperson - Auction Committee

Authored several articles in various publication relating to Qualified and Non-Qualified Plans

Member of Chester County Association of Realtors 2001-2003

Chairman - Affiliate Committee 2003

Community Service Award 2002 - Acordia, Inc.

Employee of the Year 2000 - Acordia, Inc.

Rookie of the Year 2000 - Acordia, Inc.

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