Anthony J. Margiotta, MBA
Senior Manager, Pension & Benefits
 

Anthony prepares annual Discrimination Testing, Plan Valuations and Employer Contribution Calculations for Defined Contribution Plans. He is responsible for the preparation of Forms 5500 and other tax forms associated with qualified retirement plans. He also verifies that all company benefit plans are in compliance with annual Department of Labor and IRS regulation requirements.

Education:
BS – Finance Major – The Ohio State University
MBA - Duquesne University

 

  
 
 
  "Compliance with ERISA regulations for qualified retirement plans is a critical and often overlooked process for plan sponsors and administrators. Our department’s collective experience and expertise ensures that retirement plan clients will always meet strict Department of Labor and IRS guidelines."