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Wilbur (Bill) Jones

Phoenix, Arizona

Sr. HR Retirement Plan Specialist - Contract, Evonik Corporation

Experience at:
TIAA, Boyd Group, Evers Robinson, Inc

I’m interested in mentoring people from:

  • Other (non-profits, Meetups, industry associations)
Wilbur (Bill) Jones
Where I've Worked
C

May 2019 – Present

ERISA Contract Consultant

Carefree 401(k) Consultants
TIAA logo

Mar 2022 – Jul 2022

Sr Plan Document Specialist - Contract

TIAA
B

Jun 2021 – Jan 2022

401k HR Manager - Contract

Boyd Group
E

Nov 2020 – Jun 2021

ERISA Auditor

Evers Robinson, Inc
F

Jan 2018 – May 2019

ERISA Service Center Manager

Fiduciary Outsourcing, LLC
C

Jan 2008 – Dec 2017

Managing Director

Creative Retirement Services, Inc
F

Jan 2008 – Apr 2010

ERISA Audit Manager - Contract

Forrestall, Galeano & Li, CPA's
Transamerica logo

2006 – 2008

Director, Southern Region - Retirement Services

Transamerica
Where I've Studied

1985

Bachelors, Accounting

Georgia State University

Ask Me About

People I've Reported To

People I've Worked With

People Who've Reported to Me

Employee Benefits Professional who consults on Corporate retirement plan design, administrative processes and ongoing administrative services. Trains staff and performs ERISA, IRS and DOL Compliance Reviews. Assists large plans with ERISA Audits.

Specialties

check markAdministrative & Officecheck markOperations Management

Ask Me for a Referral

Evonik Corporation

Process Chemist

Less than 5 years of experience

Plant Engineer

Less than 5 years of experience

Process Engineer

Less than 5 years of experience
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