Retirement Plan Consultant
651.204.2600 ext. 115
Jesse joined the DWC team in August 2016 with 4 years of industry experience. She works closely with plan sponsors and advisors to ensure employee retirement plans are in compliance with DOL and IRS standards, including annual compliance testing and government form filings, as well as preparing contribution calculations. Along with her knowledge of retirement plans, Jesse brings a dedication to excellent customer service with both plan sponsors and advisors. She is a member of the American Society of Pension Professionals & Actuaries (ASPPA), as well as serving on the board of directors for her local chapter, ASPPA Benefits Council (ABC) of the Carolinas.
Before DWC, Jesse worked with QRPS, Inc. in processing distributions, as well as plan administration and consulting.
CREDENTIALS & EDUCATION
INDUSTRY INVOLVEMENT & PROFESSIONAL ACCOMPLISHMENTS
- Motto ... Don’t talk about it, be about it.
- Decade ... The 80s
- TV Show ... Law & Order: SUV
- Vacation Spot ... Beach - any of them
- Sport (to play) ... Roller Derby
- Excel Formula ... Autosum. I’m a simple girl.
What are some of your personal hobbies?
- I do CrossFit as well as spending time with my daughter and dog.
If you could have dinner with any three people, who would they be?
- Otis Redding, Madonna, My Dad
If you could travel anywhere in the world, where would it be?
If you weren’t happily working for DWC, what would your dream job be?
- A backup dancer