- Bachelor of arts in accounting from Viterbo University, La Crosse, Wisconsin
Jaime has more than 20 years of benefit plan administration experience. As a consultant, Jaime listens to her clients’ wants and needs to effectively plan, design and draft retirement plan documents that will meet their expectations and goals. She is responsible for the generation of allocation reports, all required compliance testing, contribution calculations (including cross tested plan formulas), tax returns, projections, participant notices, and overall plan compliance as required by the IRS and DOL.
Upcoming speaking engagementsView More
Resources and event materialsView More
In the community
- Shawano Ski Sharks, Fundraising Committee
- Kiwanis Club of Appleton, Inc., Past President