John Beasley
CEO at Beasley & Company
- Role
- CEO at Beasley & Company Acquired By Usi
- Location
- Tulsa, OK, US
- LinkedIn followers
- 500 followers
About John Beasley
Our firm specializes exclusively in providing consulting and administration services for 401(k), retirement and deferred compensation plans. We have expertise and experience with a variety of benefit plans and features, including 401(k) plans (traditional, Safe Harbor, Roth), cross-tested/comparability, 403(b) plans, Cash Balance and traditional defined benefit plans, ESOPs, SIMPLE-IRAs, SEPs, 457(b) and (f) plans, and non-qualified deferred compensation plans. Specialties: Creative plan design and consulting, plan documents, employee communications and disclosures, contribution calculations and projections, non-discrimination and compliance testing/monitoring, Form 5500 reporting and audit assistance, withdrawals/loans processing, day-to-day administrative assistance, plan mergers and terminations, corrective action and problem resolution, representation of clients regarding IRS and Dept of Labor inquiries/audits, other consulting and administration as desired
Experience
CEO
Beasley & Company Acquired By Usi
Oct 1992 — Present
Our firm specializes in providing consulting and administration services for 401(k), retirement and deferred compensation plans. We have expertise and experience with a variety of benefit plans and features, including 401(k) plans (traditional, Safe Harbor, Roth), cross-tested/comparability, 403(b) plans, Cash Balance and traditional defined benefit plans, ESOPs, SIMPLE-IRAs, SEPs, 457(b) and (f) plans, and non-qualified deferred compensation plans.Specialties: Creative plan design and consulting, plan documents, employee communications and disclosures, contribution calculations and projections, non-discrimination and compliance testing/monitoring, Form 5500 reporting and audit assistance, withdrawals/loans processing, day-to-day administrative assistance, plan mergers and terminations, corrective action and problem resolution, representation of clients regarding IRS and Dept of Labor inquiries/audits, other consulting and administration as desired
Education
Oklahoma State University
B.S., Accounting
1977 — 1979
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