Sandy joined Integrated Pension Services in 2024. She brings over 20 years of customer service and management skills in both the health care and retirement industries. Her responsibilities include A-Z administration of client 401(k) Safe Harbor and Tested plans and 403(b) plans. Her experience expands across Solok’s and both small and large filers.
Sandy holds an AD in Science and is looking to expand her knowledge by obtaining her Retirement Plan Fundamentals (RPF) Certification from the American Society of Pension Professionals and Actuaries.
