Nathan Sheldon
Sr Esop Consultant at Blue Ridge Associates
Based in United States
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Seniority
Manager
Department
General Business & Management
Location
United States
Industry
Financial Services
Company size
497
Contact information
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n•••••••@oneblueridge.com
Phone
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Background
About Nathan Sheldon
Senior Retirement Plan Consultant specializing in retirement plan design, 401(k) plans, advanced coverage & nondiscrimination testing, cross-testing new comparability & cash balance plans, ESOP administration, and defined benefit valuations. Also experienced in the administration of 403(b), 457, MEP, NQDC and governmental 401(a) plans. Controlled group and affiliated service group determinations have been a key focus, as well as the discovery, calculation, and submission of compliance issues to IRS and DOL correction programs. Workflow efficiency and transparent task management are prioritized to improve turnaround and minimize processing errors.
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