Liam Wetherbee Qka
About Liam Wetherbee Qka
Liam Wetherbee Qka is a Government Filings Operations Specialist at Guideline with extensive experience in compliance and plan administration.
Title
Liam Wetherbee Qka serves as a Government Filings Operations Specialist at Guideline. His role commenced in 2023 and he operates remotely from Texas, United States.
Experience at Guideline
Since 2023, Liam has been employed at Guideline as a Government Filings Operations Specialist. His responsibilities include overseeing government filings and ensuring compliance within the company's operations. He works remotely from Texas, United States.
Previous Roles at Insperity
Liam's tenure at Insperity spanned several positions. From 2022 to 2023, he was the Manager of Individual Plan Operations. Prior to that, he worked as a Senior Compliance Analyst from 2021 to 2022. At Insperity Retirement Services, L.P., he held the roles of Compliance Analyst from 2018 to 2022 and Processing Specialist from 2014 to 2018. He began with Insperity as a Records Technician from 2013 to 2014. All these roles were based in Kingwood, Texas.
Education and Expertise
Liam studied Business Administration and Management at Western Governors University. He possesses expertise in EPCRS self-correction processes, providing audit support for clients requiring limited scope audits annually, and preparing annual reporting forms such as Form 5500. Additionally, he is skilled in client onboarding, conversions of plan assets, non-discrimination testing, allocations, and coverage testing in plan administration.
Specialized Skills in Plan Administration
Liam is experienced in plan implementation within a 401k record-keeping system. His skills extend to client onboarding, conversions of plan assets, and navigating compliance processes within financial structures. His knowledge encompasses non-discrimination testing, allocations, and coverage testing, which are critical to plan administration.