Teams at Transition Finance Strategies LLC

Lead development and delivery of ESOP communication strategies and materials. Present workshops and webinars, consult with clients on messaging and culture, mentor junior consultants, collaborate cross-functionally, and support client engagement strategy and industry representation. Manage multiple engagements and create high-quality digital and print learning assets.

Support ESOP plan administration by analyzing census data, preparing plan financial statements, and completing government reporting. Work collaboratively with Plan Administrators, manage tasks across the annual plan cycle, and learn ESOP recordkeeping and administration with opportunities for advancement.

Manage all aspects of retirement plan administration for assigned KSOP/401(k) plans, consult with sponsors/advisors, read plan documents, calculate contributions and refunds, perform compliance testing, complete Form 5500/5500-SF/5330, and assist clients with operational corrections.