Certified Pension Consultant
Debi guides plan sponsors and service providers through the complex issues related to the administration of qualified defined contribution plans, with an emphasis on ESOPs and 401(k) plans. She understands all aspects of maintaining a qualified plan, including plan design, implementation and administration, preparation of retirement plan documents and IRS and Department of Labor compliance reporting. She also provides ongoing support for plan sponsors in connection with mergers and acquisitions, voluntary correction programs and plan terminations, with a focus on ESOP and ESOP sustainability analysis.
Debi is a certified pension consultant and paralegal with more than 25 years of experience in third-party retirement plan administration and consulting. She is also an enrolled agent (EA) licensed to represent taxpayers before the IRS. She earned her B.S. in Finance from California State University, Sacramento.
Debi is the co-author of the ESOP-A certification course study materials for the American Society of Pension Professionals & Actuaries (ASPPA) and a contributing author for the ASPPA advanced elective course study materials for the ASPPA Certified Pension Consultant program.