Focus Areas
- Employee Benefit Plans
- Form 5500 Preparation for All ERISA Plans
- Plan Compliance & Consulting
- Plan Design & Documents
- Retirement Plan Administration
25
Years
Professional Experience
- B.A. in Human Services, Virginia Wesleyan College
- American Society of Pension Professionals & Actuaries (ASPPA)
- Town Center Kiwanis
- Neptune Festival Parade Committee