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Edgar Gomez
Retirement Operations Analyst @Morgan Stanley
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WORK HISTORY
Retirement Operations Analyst @Morgan Stanley
Jersey City, NJ, US
Process rollovers, transfers, distributions (cash, stock, bonds, & mutual funds), and tax reporting (1099-R & 5498) for a range of retirement accounts, including Traditional IRAs, Roth IRAs, Coverdell ESAs, and qualified plans like 401(k)s, Roth 401(k)s, SIMPLE IRAs, and SEP IRAs • Review and process refund of excess, recharacterization requests and Roth conversions, maintaining accuracy and adherence to IRS guidelines • Analyze and interpret divorce documents (e.g, divorce decrees, marital separation agreements, QDROs) to facilitate appropriate retirement account distributions • Ensure compliance with regulatory bodies, including FINRA, IRS, and ERISA, through meticulous application review and process management • Perform detailed tax reporting and documentation tasks, contributing to accurate and timely filings for retirement accounts • Manage and resolve complex account issues, working with internal teams to ensure smooth processing and compliance with all regulatory requirements
EDUCATION
Year Up United
Investment Operations
Guttman Community College CUNY
Associate's degree, Information Technology
SKILLS
ABOUT EDGAR GOMEZ
Retirement Operations Analyst at Morgan Stanley
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