Education

Bachelors of Science, Accounting and Finance, Virginia Tech

Overview

Jenna is a Director with CLA in the Employee Benefit Services Group with over 10 years of experience.  She specializes in audit, tax, and consulting services for defined contribution retirement plans, definite benefit plans, and health and welfare plans.  She also has experience in the preparation of Form 5500s, Form 8955-SSAs and Form 1094/1095s.  Jenna has extensive knowledge in benefit plan documentation and reporting and has experience assisting with operational and regulatory compliance matters.  She also serves as one of the firm-wide audit quality reviewers for employee benefit assurance services and is a member of the firm-wide employee benefit plan marketing team.

Upcoming speaking engagements

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Resources and event materials

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In the community

American Institute of Certified Public Accountants

Women in Pensions Network

Charlotte Benefits Forum