Stacy serves as Relationship Manager over the Indiana territory for Benefit Plans Plus. As Relationship Manager, she is responsible for developing advisor and client relationships, preparing and analyzing plan documents, compliance testing, government filing requirements, and contribution calculations. She has more than 20 years of retirement plan industry experience as a consultant and administrator.
She holds the Qualified 401k Plan Administrator (QKA) and Qualified Pension Administrator (QPA) designations from the American Society of Pension Professionals & Actuaries (ASPPA). Most notably, she holds the ERPA designation, which allows her to represent clients on retirement plan matters before the IRS.
Stacy is a graduate of Purdue University with a bachelor’s degree in business. She is a member of American Society of Pension Professionals & Actuaries (ASPPA) and serves on their Government Affairs Committee (GAC).
American Society of Pension Professionals & Actuaries