Meet your evolving needs with three integrated business lines in one professional services firm.
Investment advisory services are offered through CliftonLarsonAllen Wealth Advisors, LLC, an SEC-registered investment advisor.
Enrolled Retirement Plan Agent (ERPA) - IRS
Qualified Pension Administrator (QPA) - ASPPA
Qualified 401(k) Administrator (QKA) - ASPPA
Chartered Retirement Plan Specialist (CRPS) - College for Financial Planning
LDS2016 (LDS Class of 2016)
More than 17 years of experience in qualified retirement plan design, compliance and operations.
Provide research, analysis, customized plan design, to arrive at the best solutions for CLA clients.
Areas of specialty: 401(k), profit sharing, 403(b), safe harbor, money purchase, SEP's, SIMPLE's, health and welfare plans. ERISA, Internal Revenue Code, complex plan analysis, plan documents, IRS and DOL corrections, compliance testing, plan audits, controlled group situations, mergers and acquisitions and qualified plans, leased employees and annual reporting requirements.
Published article: Qualified Plan Compliance - Benefits Magazine - August, 2015.
In the community
Member, American Society of Pension Professionals and Actuaries (ASPPA)
Technical volunteer and pre-tester for ASPPA
Member, National Tax-Deferred Savings Association (NTSA)
Member, CFP Board of Standards
Past Member, Vice President and Finance Committee Member of Mokena Public Schools Board of Education
Past Governing Board Member - Lincoln-Way Area Special Education Cooperative District