Isis J. Malpartida
Retirement Plan Consultant
- Role
- Pension Administrator at Qualified Plan Administrators, Inc
- Location
- Albany, NY, US
- LinkedIn followers
- 500 followers
About Isis J. Malpartida
Retirement Plan Consultant focused on delivering accurate, compliant, and efficient plan…
Experience
Pension Administrator
Qualified Plan Administrators, Inc
Dec 2023 — Present · Fresno, CA, US
Executed administrative and financial record-keeping tasks to ensure accurate reporting and compliance with ERISA and IRS regulations.• Performed annual compliance testing, including ADP/ACP, 410(b), Top Heavy, and 401(a)(4) nondiscrimination testing, strengthening knowledge of complex financial regulations.• Reviewed and interpreted plan documents, amendments, and notices, applying them to allocations, reconciliations, contribution true-ups, and plan terminations.• Calculated and processed participant loan applications and distributions with precision, maintaining accuracy and regulatory compliance.• Prepared and submitted annual government filings, including Forms 5500, 5500-SF, and 5500-EZ.
Education
UC Berkeley Extension
Certificate Program in Accounting (In Progress)
University of California, Merced
Bachelor of Science - BS, Economics
University of California, Merced
Bachelor of Arts - BA, Political Science
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