Partners, principals and associates

David Hess Minneapolis

150 S 5th Street
Minneapolis, MN 55402

Tel:

952.230.6481


Email: david.hess@wipfli.com

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 services

Areas 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