Jessica is an experienced 401(k) Third-Party Administrator with a background in 401(k) administration, plan design, and compliance. Over her career, she has developed expertise in drafting and managing 401(k) plans, ensuring plans remain compliant while maximizing retirement benefits for their owners and employees. Her comprehensive approach allows her to provide clients with practical, tailored solutions that align with their long-term goals.
Jessica is known for her attention to detail, collaborative mindset, and commitment to helping clients build strong foundations for financial security and growth. Known for her strong work ethic and unwavering commitment to excellence, Jessica approaches every project with precision, integrity, and a genuine desire to see her clients succeed. She takes pride in building lasting relationships through consistent communication, reliability, and a proactive problem-solving mindset.
Jessica’s hardworking attitude and attention to detail make her a trusted partner for organizations seeking not only expertise but also a professional who goes above and beyond to deliver results. Outside of work, Jessica enjoys being outdoors, hiking, snowboarding, boating and also traveling with her husband and two children.
Education:
- Bachelor of Political Science – Legal Studies
Credentials:
- Qualified 401(k) Administration (QKA)
- Qualified 401(k) Consultant (QKC)
Memberships:
- ASPPA – American Society of Pension Professionals & Actuaries
