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Ross Bour

@rossbour

I administer qualified retirement plans, supporting contributions, distributions, compliance testing, and client relationships.

United States
Message

I've supported retirement plan operations at RiversEdge Advanced Retirement Plan Solutions, handling contributions, distributions, enrollments, and participant call center work.

Previously at The Pension Studio, I served as the first point of contact for plan administration clients and worked as a Defined Contribution Analyst.

At The Standard, I administered 401(k) and profit-sharing plans, performed valuations and compliance testing, prepared Form 5500 filings, and managed client relationships.

My earlier experience at Federated Investors includes retirement plan administration for qualified 401(k) plans as well as accounts payable and receivable work.

Experience

Work history, roles, and key accomplishments

RS

Operations Specialist

RiversEdge Advanced Retirement Plan Solutions

Jul 2016 - Feb 2024 (7 years 7 months)

Handled contributions, distributions, and enrollments in a participant call center for retirement plans.

Education

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Ross hasn't added their education

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