Areas of Expertise
Beth has over 10 years of retirement plan administration experience. She is a member of the firm’s Consulting Team, supporting all practice areas of the firm. Prior to joining the firm, Beth came to us with nine years of experience in retirement plan administration.
As a Consultant, Beth focuses on non-qualified plan administration annual compliance testing and annual Form 5500 filings. Beth works with companies to provide the most effective retirement plan benefits to their employees ensuring that the plan design meets the plan sponsor’s needs. Beth also addresses discrepancies and system troubleshooting, ensures quality and accuracy and maintains service standards, and produces valuations, statements, and employer reports.
Professional and Community Involvement