Staff Directory

Background

Renae joined the firm in 2009 and has over 20 years of experience in retirement plan administration. Renae’s primary responsibilities include administrative and compliance to defined contribution plans.

Areas of Specialty

• Serves as Administrator for various sizes of employers sponsoring qualified and nonqualified defined contribution plans.  This includes providing compliance testing to insure qualified plans maintain their qualified status.
• Prepares plan documents, IRS Form 5500 reporting and IRS Form 1099-R reporting

Education

•  AS in Computer Science from Penn State University

Just for Fun

• Plays volleyball with Lancaster Recreation League
• Enjoys attending/watching sporting events                               

Get to know the rest of our staff!