Partner - Chair, Employee Benefit Services

Therese joined Windes in 2007 and is Chair of the firm’s Employee Benefit Services department. Therese has served the retirement plan needs of small- to middle-market corporations and unincorporated entities since 1984. Her practice focus includes pension and cash balance plans, 401(k) plans and cross tested profit sharing plans, along with plan compliance, correction, and  IRS reporting.

Therese’s specialty services are consultation on qualified plan issues, plan documents, and design and implementation.

Service Specialization

Employee Benefit Services

Prior to joining Windes, Therese held a number of key positions at administration firms, including President of Benefit Associates, Inc. of Orange, CA

Professional Affiliations

  • IRS Enrolled Retirement Plan Agent (ERPA)
  • NIPA – National Institute of Pension Administrators, Accredited Pension Administrator (APA), Member since 1994
  • NIPA – National Institute of Pension Administrators, Orange County Chapter, Board Member and Secretary