helping retirement plan administrators and participants understand their employer-sponsored plan by answering your specific questions in simple language.
Two ways to find your answers: I’ll meet with you for a live consultation or see FAQs.
Schedule time with me
Scheduling a consulting session is as easy as a few clicks; please contact me with your preferred day/time.
Do you have questions about your employer’s retirement plan? See these FAQs. It will be handy to have your retirement plan’s Summary Plan Description (SPD) and/or Basic Plan Document. You can usually find these on your company’s website in the benefits area, or ask your hR director.
FAQs for employees
Do you have questions about your employer’s retirement plan? See these FAQs. It will be handy to have your retirement plan’s Summary Plan Description (SPD) and/or Basic Plan Document. You can usually find these on your company’s website in the benefits area, or ask your hR director.
FAQs for plan administrators
About me
I’ve been working with retirement plans for over 15 years. I have experience with compliance testing, implementation, audits, 5500s, 5330s, correction programs, IRS & ERISA regulations, and reading plan documents. I hold several industry credentials and participate in a dozens of webinars and conferences each year to maintain them and keep abreast of new regulations.
I am not an ERISA attorney. If we meet and I cannot help you, I can refer you to an ERISA attorney. I will never ask for your (or your employee’s) personal identifying information.
Amy hamann, QKA, QKC, APA, AKS, FCEP
