Amy is originally from Boston, Massachusetts and has relocated to San Diego, California. She joined CrossPlans in November 2018 with over 20 years’ experience in the qualified retirement plan industry.
Amy was introduced to the qualified retirement plan profession after working in the accounting and financial services industries. Moving through the American Society of Pension Professionals Actuaries (ASPPA) educational courses, she has gained a wide range of expertise in retirement plan design, consulting, administration, and 5500 filing. Amy operationally supports the team with compliance and processes as well as working with plan sponsors and trustees to achieve their retirement plan goals while maintaining ERISA status.
Amy has been accredited with the ASPPA as a Qualified 401(k) Administrator (QKA) since 2003 and earned the IRS designation for Enrolled Retirement Plan Agent (ERPA) in 2013, identifying her as a pension professional qualified to practice before the IRS.
Amy loves life in sunny San Diego and enjoys supporting the military community, hiking, theatre and the arts.
Committees and Memberships
ASPPA credentialed member 2003
NTSA member 2014
North San Diego Business Chamber, Military Affairs Advisory Council, Councilmember 2018