Biography:
With Brianna’s attention to detail, she dedicates much of her time ensuring that your company’s 401(k) is operating and following the government guidelines. With her degree in accounting, she works diligently through the numbers and rules associated with retirement plans. She is always expanding her knowledge of retirement plans by keeping up to date with the changing provisions and laws. She strives to ensure clients are in proper order and assists with any administrative questions they may have. She works to provide understanding and education to people on complicated topics surrounding retirement plans. When she isn’t assisting clients, she enjoys spending time in nature, whether that is going on hikes or sitting outside with a good book.
Focus areas:
- Participant Documentation
- Filing Notices
- Retirement Plan Analysis
- Client Relationship Management
- Regulatory Compliance
- Financial Reporting
- Internal Operations
- Participant Enrollments
