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Lauren Becker Kessner

Lauren Becker Kessner

Stay at home mom at Home

Israel

Packaged Annual Government Reporting Packages for the client, including trust accounting summaries, participant booklets, distribution forms for terminated participants, and 5500 forms.
Completed distributions using PenChecks, Inc., as well as completing 1099R's for RMD distributions that were completed without PenChecks, Inc.
Completed and packaged Documents for Profit Sharing Plans using Datair Document System.

Specialties: Datair: Document System, Pension Reporter
Distribution forms


Experience:

  • Admin Assistant (Priority Pension Services)
  • Assistant Education Director (Beth Jacob of Irvine)
  • Stay at home mom (Home)
  • Stay at home mom (Home)

Skills:

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