Education

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

 



Overview

Denise serves as Director of TPA Operations, Retirement Plan Services.  Denise leads CLA's third party administration practice, focusing on qualified retirement plan design, compliance, and administration. With more than 18 years of experience in qualified retirement plans of all types, Denise provides research, analysis, and customized plan design, to arrive at the best solutions for CLA clients. In addition to Denise's expertise with qualified retirement plan design and compliance, she consults on health and welfare plan issues, complex plan analyses, plan documents, new comparability, IRS and DOL corrections, IRS and ERISA audits including representing clients during IRS audits, controlled group situations, mergers and acquisitions, Davis-Bacon plans, leased employees and annual reporting requirements.  Denise serves on two firm-wide committees.

2016 Leadership Development Series Graduate - A CLA leadership training program.

Published article: Qualified Plan Compliance - Benefits Magazine - August, 2015.

 



Upcoming speaking engagements

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Resources and event materials

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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

Mentor - American Corporate Partners veteran mentoring program

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