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Director, Individual Retirement Plan Administration |
Veronica began her career at Deloitte & Touche, spent 10 years at a Pan American Life Insurance Group in their retirement services division, and has been with Insperity since 2003. She is a member of the American Society of Pension Professionals and Actuaries, and holds their Qualified 401(k) Administrator designation. Veronica’s expertise focuses on 401(k) plan administration, including compliance, audit coordination, financial statement preparation, plan documents, marketing materials and required disclosures. She has more than 15 years’ experience with multiple employer plans. She also has additional experience in other tax-advantaged plan administration and compliance, including Section 125, flexible spending and health savings account plan administration and compliance, as well as nonqualified deferred compensation plan administration (409A). She is leading Insperity’s efforts to build automation with various state mandated retirement programs, allowing Insperity clients easier facilitation when they are required to offer a mandated state retirement program to employees.