Amy is a Senior Plan Consultant for BPAS - the Philadelphia Office. As a Senior Plan Consultant, Amy is responsible for plan design, consulting, governmental compliance, reporting and disclosure, plan terminations and plan amendments. Amy has over 8 years of experience in the employee benefits, consulting and administration field, specifically in the areas of qualified pension plans.
Before joining BPAS, Amy was a consultant at Benefits Advisory and Compliance Analyst at Willis Towers Watson. Her experience includes managing an ongoing workload of governmental filings, non-discrimination testing, and participant calculations. Amy has worked extensively with various types of retirement plans.
Amy has a Bachelor of Business Administration from Temple University, Pennsylvania. Amy maintains the Qualified Pension Administrator (QPA) and Qualified 401(k) Administrator (QKA) designations from the American Society of Pension Professionals. Amy also has her Certified Employee Benefits Specialist (CEBS) designation from the Wharton School of Business and International Foundation of Employee Benefit Plans.
Amy has a Bachelor of Business Administration from Temple University, Pennsylvania. Amy maintains the Qualified Pension Administrator (QPA) and Qualified 401(k) Administrator (QKA) designations from the American Society of Pension Professionals. Amy also has her Certified Employee Benefits Specialist (CEBS) designation from the Wharton School of Business and International Foundation of Employee Benefit Plans.
Amy lives in Montgomery County and works out of the Philadelphia office. She can be reached at (267) 948-1605 or at [email protected].
