Rick Hancock

Background

About Rick Hancock

Highly accomplished retirement plan services professional with over 20 years of expertise in retirement plan administration. Renowned subject matter expert in nondiscrimination and coverage testing, skilled at consulting with clients and internal business partners to create innovative solutions for complex challenges. Demonstrates exceptional teamwork, critical thinking, and problem-solving abilities. A dedicated professional with a proven record of providing comprehensive regulatory support across teams and driving pioneering projects that streamline processes and set industry standards. In my current role, I serve as the subject matter expert for our group, making me the go-to individual for resolving serious complexities. Nondiscrimination testing can be intricate, and I derive immense professional satisfaction from helping clients find effective solutions. One of my proudest achievements is my collaboration on a large-scale, four-year project to develop our proprietary nondiscrimination testing platform. By replacing an outdated mainframe-driven system, we significantly improved efficiency, scalability, and functionality, enabling us to handle the same volume of plans more effectively. I thrive when immersed in challenging tasks and projects that leverage my expertise. Helping clients navigate complex issues and uncovering solutions that aren’t always evident keeps me motivated and engaged. In addition to my deep knowledge of ERISA and IRS regulations, I specialize in Puerto Rico Retirement Plan requirements and nondiscrimination testing for non-profits and church plans. Let’s connect! Whether you want to discuss retirement plan services or share insights, feel free to send me an InMail or email me at rickhcc@gmail.com Key Strengths: ERISA | Internal Revenue Code | Regulations | QKA | QPA | CPC | Retirement Plan Administration | Nondiscrimination Testing | Document Management | Relationship Building | Plan Design | Annual Reporting | Customer Service | Financial Services | Time Management | Microsoft Office (Word, Excel)| 401(k) Plan Structure | Form 5500 Preparation | Trust Account Reconciliations | Required Minimum Distributions