David Hess
Senior Consultant, Employee Benefits Services
David Hess is a senior consultant in the employee benefits services practice, with over 20 years of experience in the administration of qualified retirement plans. He works with a variety of clients in various industries to provide 401(k) plan administration and consultation.
Professional memberships and activities
- United Way – Volunteer
- Habitat for Humanity – Volunteer
- Certified Foster Parent
Services
Business consulting servicesAreas of Focus
- Third-party administration of 401(k) plans
- Compliance testing for 401(k) plans
- Preparation of governmental returns including Forms 5500, 8955-SSA, 5330 and 5558
- Preparation of compilation reports and valuation of assets
- Calculation of employer contributions including safe harbor non-elective, safe harbor match, profit sharing, discretionary match, and cross-tested allocation
- Reconciliation of plan assets and contributions
- Daily communication with plan sponsor, participants, and financial advisors
Education
Brainerd Community College- Associated Arts Study
