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Experience

I’m a principal in the firm’s employee benefits consulting group and a firmwide technical leader on reporting and compliance issues for qualified retirement and health and welfare benefit plans. My experience includes preparing and reviewing Forms 5500, 8955-SSA, and 6042, advising on the design and administration of qualified retirement plans, and identifying and correcting compliance issues and plan operational errors.
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I love going to Disney World. I’ve probably been there 25 times. I recently went with my husband (who had never been) and our two small children. Seeing the awe on their faces was priceless.

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