My PI in Six Words: Streamlining the Retirement Plan Administration Process

Donna thrives as an Account Executive for clients who pair with outside recordkeepers. Serving the retirement plan industry since 1986, she has experience with Defined Benefit and Defined Contribution plan administration. Donna’s extensive experience includes trust reporting, plan design consulting, cross-tested allocations, 3(16) administration, and Form 5500 reporting. She enjoys making connections with clients and the ability to help solve retirement planning issues. After work you can find Donna walking her dog, gardening, or helping at her church.