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Experience
Brandy has extensive experience with complex administration, nondiscrimination testing, government reporting, and consulting on qualified and nonqualified retirement plans. She has been in the retirement industry since 1998. Brandy currently manages four teams of professionals who are responsible for the completion of all compliance and regulatory tasks for defined contribution retirement plans. She also works with clients and staff in relation to various Internal Revenue Service and Department of Labor plan compliance issues.
Professional Designations
- Enrolled Retirement Plan Agent (ERPA), Internal Revenue Service
- Certified Pension Consultant (CPC), American Society of Pension Professionals and Actuaries (ASPPA)
- Qualified Pension Administrator (QPA), ASPPA
- Qualified 401(k) Administrator (QKA), ASPPA
Education
- BA, Political Science, University of Iowa - Iowa City, Iowa
Affiliations
- Member, ASPPA
