Josh Hooyman

Education

University of Wisconsin Green Bay, BS, Finance, Economics (minor)

Overview

Josh serves as the main processor for CLA's daily valuation plans. His responsibilities include handling ACH transactions for these plans, and transferring funds between cash accounts. He has seven years of benefit plan administration experience, and is responsible for working with mutual fund statements, balancing all transactions, payroll processing/deposits, participant distributions, preparation of Forms 1099R and 945, processing withholding, and building takeover data from acquisitions of new plans.

Upcoming speaking engagements

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Resources and event materials

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