Michelle joined Associated Pension Services, Inc. in 2005 and worked towards becoming a Plan Compliance Manager in 2013. She is a graduate of Loras College where she earned a Bachelor’s degree in Marketing. Michelle acts as a liaison between the Plan Sponsor and Record Keeper. One of the most pertinent parts of her job is interpreting and understanding Defined Contribution Plan Documents and entering all specifications of the Plan into the Oracle database utilized by APS. Michelle prepares and files annual tax returns, performs checks and balances at year-end and executes and interprets compliance testing. She ensures that your Plan will meet every regulation of the law, on or before testing deadlines.
Contact Michelle with questions regarding plan design, implementation, administration, compliance testing and required annual tax filing.