Gina Poland, QKA
Manager, Wipfli Advisory LLC
- Location
- Wausau, WI
- Contact
- +1 715 843 8363
- gpoland@wipfli.com
Gina Poland is a manager in the employee benefit services practice. She works primarily on the administration and consultation of 401(k) plans, profit sharing plans, and 403(b) plans for a variety of clients in various industries.
- Third-party and daily administration of 401(k) plans
- Compliance testing for single- and multiple-employer plans
- Preparation of governmental returns including Forms 5500, 8955-SSA, 5558, 1099-R, 1099-MISC, and 945
- Preparation of compilation reports and valuation of assets
- Processing of 401(k) payrolls
- Calculation of employer contributions including safe harbor, safe harbor match, profit sharing, discretionary match, self-employed, and cross-tested allocation
- Reconciliation of plan assets and contributions
- Processing of 401(k) distributions and loan requests
- Preparation of welfare plan Form 5500 returns
- Daily communication with plan sponsors, participants, and investment advisors
- Qualified 401(k) Administrator (QKA)
- United Way - Volunteer
Northcentral Technical College
- Associate degree in accounting
- Bachelor of science degree in accounting - Graduated summa cum laude
- Retirement Plan Fundamentals certificate
- Qualified 401(k) Administrator (QKA)
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