As Plan Administration Manager, Jill oversees the day to day operations of the retirement plans as well as the other plan administrators. Her duties include reviewing IRS compliance testing, client annual reports and annual government filings. Additionally, she is responsible for administration of client benefit plans including participant recordkeeping, distribution processing and plan document preparation. Jill has been working in the finance and retirement plan fields for over 15 years.
Jill graduated from the University of Pittsburgh at Greensburg with a degree in Management/Accounting. She has obtained the QKA (Qualified 401(k) Administrator) designation from and is a member of ASPPA. She resides in Greensburg with her husband and dogs.