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
More than 18 years of experience in qualified retirement plan design, compliance and operations. I provide research, analysis, and 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. Graduate of CLA Leadership Development Series (LDS) 2016. Published article: Qualified Plan Compliance - Benefits Magazine - August, 2015.
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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; 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