Meet
Meet Patricia Hernandez
QKA
Senior Plan Consultant
Email: patricia@retirementsolutiongroup.com Phone: 866-352-7731 Ex: 190
With RSG since 2014
About Me
Patricia has over 15 years of industry experience and has worked at RSG since 2014. As a Plan Consultant, Patricia understands client’s needs for efficiency and accuracy. She consults clients on plan design and operation, interpreting plan documents and preparing employer contribution calculations.
Her knowledge is expansive in defined contribution plans, discrimination testing, financial data reconciliation, and preparation of plan documents for new plans as well as restating documents for existing plans.
My Licenses and Certifications
- Qualified 401(k) Administrator (QKA)
Retirement plans help you and your employees save for the future. Employer contributions are deductible. A good retirement plan can help you acquire and retain top talent.
What I do at RSG
- Plan Consultation
- Third Party Administration
Ask Me About
- ERISA Compliance
- Preparation and Filing of 5500 returns
- Annual Plan Administration
- Plan Analysis
- Audit Support
- Plan Design and Documentation
- Recordkeeping / Asset Reconciliation
- Plan Termination Support
- Installation / Conversion of Plans
Background
Undergrad at DePaul University15+ years of industry experience.
In My Spare Time I Like...
I enjoy spending time with husband and son. I also enjoy reading, Pilates, and yoga.