Verified recordFinancial Services

Mike Kraemer

Director, Regulatory Analysis and Consulting at Fidelity Investments

Based in Batavia, United States

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Seniority

Director

Department

Other

Location

Batavia

Industry

Financial Services

Company size

84K

Contact information

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Email

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m•••••••@fidelity.com

Phone

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Background

About Mike Kraemer

EMPLOYEE BENEFIT PLAN EXPERIENCE Support annual reporting package for 23K plans, Form 5500/Form 8955-SSA service for 18K plans, and audit process for 10K plans. Serve as final escalation point for complex filings and partner with key industry contacts to resolve any issues. Provide internal support to Client Services group, plus external support to Fidelity clients and their auditors for timely regulatory filings and financial statement preparation. Monitor and assess impact of regulatory issues on reporting and delivery. Interpret, analyze, and implement new Department of Labor regulations, IRS guidance, and financial accounting standards; partner with systems team to update internal applications and ensure adequate client support. PUBLIC ACCOUNTING EXPERIENCE Experienced in payroll and payroll tax; W2s and 1099s; and tax returns for individuals, partnerships, corporations, franchise, personal property tax, and city tax.

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