Kaeshaun Ford
Retirement Accounting Specialist @Williams & Connolly LLP
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WORK HISTORY
Retirement Accounting Specialist @Williams & Connolly LLP
Washington, DC, US
Conduct comprehensive analysis of clients\' retirement plans and investment portfolios.• Assist clients in developing retirement savings goals and strategies.• Ensuring accurate employee payments, contributions, and service credits.• Provide recommendations on retirement planning, including pension plans, 401(k) accounts, IRAs, and other retirement vehicles.• Ensure compliance with relevant laws and regulations governing retirement accounts.• Collaborate with clients and financial advisors to optimize retirement income and minimize tax implications.• Prepare periodic reports on retirement account performance and present findings to clients.• Assisted with yearly audits by organizing and preparing samples.• Upload payroll, retirement transactions to the ledger.• Review retirement tax forms 5500 before distribution to ensure accuracy.
EDUCATION
York University - Nebraska
Bachelor’s Degree, Accounting
Borough of Manhattan Community College
A.A.S, Business Management
SKILLS
ABOUT KAESHAUN FORD
Retirement Accounting Specialist
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