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Jinnie is responsible for overseeing the daily operation of Taft-Hartley plans. She currently manages a team of professionals who work closely with fund offices and fund administrators to create reporting and processing procedures to suit each plan’s specific needs. She also serves as the daily contact for the Taft-Hartley plan administrators.
Jinnie is also responsible for client service and daily operation of defined contribution plans, with a focus on multiemployer, employer stock, and plan design. She is experienced in managing complex qualified and nonqualified retirement plans and is well versed in payrolls, processing, and plan reconciliation.