Mike Kraemer

Certified Public Accountant | Employee Benefit Plans | Tax | Financial Reporting | Consulting | Training

Role
Director, Regulatory Analysis and Consulting at Fidelity Investments
Location
Batavia, OH, US
LinkedIn followers
500 followers
General Business & ManagementView LinkedIn profile

About Mike Kraemer

EMPLOYEE BENEFIT PLAN EXPERIENCE Support annual reporting package for 23K plans, Form 5500/Form 8955-SSA service for 18K plans, and audit process for 10K plans. Serve as final escalation point for complex filings and partner with key industry contacts to resolve any issues. Provide internal support to Client Services group, plus external support to Fidelity clients and their auditors for timely regulatory filings and financial statement preparation. Monitor and assess impact of regulatory issues on reporting and delivery. Interpret, analyze, and implement new Department of Labor regulations, IRS guidance, and financial accounting standards; partner with systems team to update internal applications and ensure adequate client support. PUBLIC ACCOUNTING EXPERIENCE Experienced in payroll and payroll tax; W2s and 1099s; and tax returns for individuals, partnerships, corporations, franchise, personal property tax, and city tax.

Experience

  1. Director, Regulatory Analysis and Consulting

    Fidelity Investments

    Feb 2001 — Present

    Support annual reporting package for 23K plans, Form 5500/Form 8955-SSA service for 18K plans, and audit process for 9K plans. Serve as final escalation point for complex filings and partner with key industry contacts to resolve any issues. Provide internal support to Client Services group, plus external support to Fidelity clients and their auditors for timely regulatory filings and financial statement preparation.* Pioneered development and delivery of outreach training program to 13 of the largest audit firms covering 4K audited plans as the first company in the industry to engage audit firms in this way.* Ensured efficient and effective regulatory/technical support for more than 23K defined contribution plans, 18K Form 5500s, and 9K audits each year.* Propelled Form 5500 straight-through processing rate from 0% to 35% in first year.* Played key role in development and production of industry’s most comprehensive report and only report that provided fund management compensation for outside funds.

Education

  • Thomas More University

    Bachelor of Elected Studies, Accounting

Find verified contacts for anyone on LinkedIn

Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.

Free plan included · No credit card required

This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.

Mike Kraemer — Director, Regulatory Analysis and Consulting at Fidelity Investments in Batavia, OH, US | Unifers