Jennifer serves as a Relationship Manager in Benefit Plans Plus and has nearly 20 years of retirement plan experience. She has worked with defined benefit plans, defined contribution plans, Canadian retirement plans, non-qualified deferred compensation plans, multiemployer plans, acquisitions and divestitures, actuarial valuations and compliance issues.
As Relationship Manager, she is responsible for developing advisor and client relationships, preparing and analyzing plan documents, compliance testing, contribution calculations, and government filing requirements. Having spent much of her career with companies sponsoring large pension plans, she brings a unique perspective through her plan sponsor experience.
Jennifer holds a Bachelor of Science in Mathematics from McKendree University and is currently pursuing the Accredited Pension Administrator (APA) designation from the National Institute of Pension Administrators (NIPA).