Patricia Curtis
Owner @Retirement Benefit Solutions, L.L.C
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WORK HISTORY
Owner @Retirement Benefit Solutions, L.L.C
She has also served as an expert witness in a federal civil case involving trustee fraud. She has been a speaker to various groups on pension related topics and is on the advisory board of an international insurance company.Expertise and Offerings Working with clients to determine appropriate plan design and installation Providing support during enrollment meetings with employees Crafting new plan documents as well as restating and amending existing documents Resolving technical and operational issues in existing plans Personalized service for each client Continual monitoring of our own internal controls to ensure client end product is timely and accurate Educate client contact in understanding how their plan works and providing procedures so the plan continues to operate according to its legal provisions Conversion of plan from one investment vendor to another Plan takeovers from other TPA firms Special consulting projects to clean up non-compliant plans Meeting with Plan Trustees to ensure that plan design still meets the needs of the employer Managing Internal Revenue Service and Department of Labor audits for clients Offering additional administrative services such as: trust accounting; compliance testing; consulting; preparing valuation reports, projections for planning purposes, participant statements, and government filings including independent audits, distributions, loans, hardships, and minimum required distributions.
EDUCATION
Fairfield University
BS
SKILLS
ABOUT PATRICIA CURTIS
Owner, Retirement Benefit Solutions, LLC
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