Judi has been with Associated Pension Services, Inc. for over 25 years. She earned her Enrolled Retirement Plan Agent (ERPA) designation from the Internal Revenue Service in 2011. This designation allows her to practice before the IRS and represent taxpayers in matters involving their qualified plan as set forth in Treasury Department Circular 230. Judi became a member of the National Institute of Pension Administrators (NIPA) in 2015 earning her Accredited Pension Administrator designation. This ongoing education allows Judi to provide APS customers with the expertise and guidance needed to maintain the qualified status of their plan.
Contact Judi with questions you may have concerning plan design, implementation, administration, compliance testing, and required annual tax filings.