Verified recordFinancial Services

Michael Dee

Senior Benefits Consultant at Menke & Associates, Inc

Based in Sugar Grove, United States

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Seniority

Staff

Department

Human Resources

Location

Sugar Grove

Industry

Financial Services

Company size

Contact information

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m•••••••@menke.com

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Background

About Michael Dee

Recent experience includes administration/consulting for Defined Contribution (DC) plans, with a focus on Employee Stock Ownership Plans and 401(k) Plans. Technical consulting resource for all applicable ESOP and 401(k) compliance issues. Experienced with preparation/review of Forms 5500 for DC plans, Defined Benefit plans, Health and Welfare plans, 403(b) plans, and Master Trusts. Allocations/compliance testing of DC plans, with a focus on ESOP's (S-Corps & C-Corps, Leveraged & Non-Leveraged) and Profit Sharing and 401(k) Plans: o Compliance testing expertise includes ADP/ACP, 409(p) Anti-Abuse, Top-Heavy, Max Contribution, Annual Additions Limit, Compensation Testing, FMV Testing, Coverage Test, and others o Analyzing Data or Information and meet with clients to insure that the current plan design is meeting the companies current goals and objectives o Evaluating Information to Determine Compliance with DOL and IRS rules and regulations

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