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BACKGROUND
& EXPERIENCE

Originally from Boston, Massachusetts, Amy relocated to San Diego, California, where 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 defined contribution retirement plan design, consulting, administration, 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 2001 and earned the IRS designation of Enrolled Retirement Plan Agent (ERPA) in 2013 identifying her as a pension professional qualified to practice before the IRS.

 

Amy lives in San Diego, California and enjoys supporting the military community, hiking, theatre and the arts.

 
Committees and Memberships
 
  • ASPPA credentialed member 2003

  • NTSA member 2014

Amy Harren, ERPA, QKA

Senior Retirement

Plan Consultant

amy.harren@crossplans.com

714-210-4164 ext. 818 Voice

714-975-9334 Direct

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- Mahatma Gandhi