Michael Locascio
Senior Defined Contribution Consultant at The Benefit Practice
Based in New York, United States
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Seniority
Manager
Department
Finance & Accounting
Location
New York
Industry
Financial Services
Company size
61
Contact information
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m•••••••@benefitpractice.com
Phone
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Background
About Michael Locascio
Experienced in all administration involving 401(k) and PS plans. Some experience with Cash Balance, 403(b), and non-qualified plans- Responsible for preparation of valuation reports, all nondiscrimination testing, and government reporting, including through the DFVC (delinquent filer) program- Preparation of distribution forms, loan & 70.5 calculations, enrollment and election forms. Some document preparation - amendments, SPDs, blackout notices (with conversions), Form 5307 (through Accudraft)- Extensive experience with TPA websites of ING, John Hancock, Fidelity, Principal, and The Hartford. Specialties: Responsible for installing software patches and system updates (ASC & Relius).
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