Tom Fuller | Manager

Tom joined DS&B in 2002. With over 25 years of experience in the employee benefits area, he brings to DS&B an abundance of knowledge in all facets of qualified retirement plan services. Past positions as a trust accountant, auditor and plan controller has established Tom as an expert in the areas of compliance and client services. In addition, Tom is a proven record keeper with aptitude for technical detail and operational consistency.

Areas of Expertise

Full Retirement Plan Recordkeeping Knowledge
Form 5500 preparation
Annual Plan Compliance Testing
Preparation of 1099R’s and Form 945

Education

University of Minnesota
Associate of Arts Degree from Anoka Ramsey Community College
Business and Sales Degree from Anoka Technical College

Professional Memberships

Relius Central Western States User Group

Community and Civic Activities

Youth Bowling Coach Ham Lake Lanes
Little League Coach