Home / Professionals / Robert J. Parton, QKA

Robert Parton is a plan administrator in the firm’s Qualified Plan Administration and Consulting Group. Bob works with clients from all industries on the administration of their tax qualified retirement plans and welfare benefit plans. Bob also specializes in the implementation and administration of non-qualified arrangements, including but not limited to deferred compensation plans, employer contributory top-hat plans, and supplemental executive retirement plans. In addition to administration, Bob also prepares the firm’s most complicated Form 5500s, ensuring that retirement plans and welfare benefit plans are correctly reporting their financial activity to the Department of Labor and IRS. Bob has experience with voluntary correction programs through the Department of Labor and Internal Revenue Service. After the passing of the Affordable Care Act, Bob became a lead of the newly formed service line and has given presentations concerning reporting and compliance.

Certifications & Licensure

Qualified 401(k) Administrator (QKA)

Professional Affiliations

American Society of Pension Professionals and Actuaries

Education

BA, Economics, The Ohio State University

Industry & Service Specialization

Presenter on the Affordable Care Act at a monthly meeting for the Institute of Management Accountants Dayton Chapter Presenter at in-house employee benefit plan audit training Frequent educational resource for firm seminars/webinars on qualified plan and Affordable Care Act topics

Articles

From Robert

Article

2 Min Read

Common compensation errors and how to fix them

Article

4 Min Read

What Do Safe Harbor Adjustments Mean for Compensation Definitions?

Article

7 Read Min

Qualified Retirement Plan Definition of Compensation: More Complicated Than You Would Think

Article

4 Min Read

Changes to Retirement Plan Features Benefit Participants

Article

8 Min Read

IRS provides error correction guidelines for EPCRS

Article

12 Min Read

What Does The IRS Crack Down on Hardship Distributions Mean For You?

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