Originally from Boston, Massachusetts, Amy relocated to San Diego, California, where she joined CrossPlans 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, quality control, and processes as well as working with plan sponsors and trustees to achieve their retirement plan goals within the guidelines of ERISA.
Amy has been accredited with the ASPPA as a Qualified 401(k) Administrator (QKA) since 2001 and is an Enrolled Retirement Plan Agent (ERPA) with the IRS identifying her as a pension professional privileged to practice before the IRS.
Amy lives in San Diego, California and enjoys supporting the military community, hiking, theatre and the arts.
ASPPA credentialed member since 2001
ERPA since 2013
NTSA member 2014