Your Most Trusted and Valued Financial Advisors

Mary M. Moore

mmoore@rineyhancock.com

Para-Professional Retirement Services Division

Mary Moore

Mary Moore

Mary M. Moore joined Riney Hancock CPAs in 1999 to work as a third-party administrator of Qualified Retirement Plans. Mary also assists with all the back office duties for RiverCities Asset Management, LLC. Mary is a summa cum laude graduate of West Virginia University at Beckley with an Associates Degree in Business with a concentration in Accounting.

Areas of Emphasis

  • Assist clients with Plan installation by doing document preparation, employee education and enrollment, and assist with payroll modification
  • Assist with Plan design by analysis of cost, Plan selection, contribution formulas, and eligibility rules.
  • Plan administration of SEP Plans, Money Purchase Pension Plans, 401(k) Plans, Profit Sharing Plans, Simple IRA Plans, and Cross Tested Plans
  • Other Plan Services including Plan Loans, Distribution processing and reporting, Retirement Needs analysis, and Rollover Assistance.
  • Account Administration Services include assistance with opening and maintaining accounts at Charles Schwab at the request of Advisor (RiverCities Asset Management).
  • Assist Advisor with all back office duties and implementation of financial planning, and retirement planning softwares. Assist Advisor with screening of mutual funds and stocks via various software packages.
  • Monitor all client accounts and maintain all records as needed by the Advisor.

Community Activities

  • Owensboro Emmaus Community – past – Treasurer

  • New Beginnings Sunday School – Settle Memorial

  • UMC Treasurer

 

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