Gerald is a Manager with Blue Benefits Consulting, Inc. in the Bloomington, Indiana office. His responsibilities include the preparation of annual Discrimination Testing, Plan Valuations and Employer Contribution Calculations for Defined Contribution Plans of existing Blue Benefits Consulting clients. He is responsible for the preparation of Forms 5500 and other tax forms associated with qualified retirement plans, as well as the verification that the plans are in compliance with Department of Labor (DOL) and Internal Revenue Service (IRS) regulation requirements.
Gerald has over 25 years experience in the benefits industry and has earned the designation of Chartered Retirement Plans Specialist from the College for Financial Planning. Gerald is a graduate of Westminster College in Pennsylvania, with a B.S. in Mathematics.