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Is your company’s retirement plan in compliance?

Therese Cheevers

 

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Partner-in-Charge, Employee Benefit Services

Therese joined Windes in 2007 and is the Partner-in-Charge of the firm’s Employee Benefit Services department. She 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 include consultation on qualified plan issues, plan documents, and design and implementation, helping clients understand how new legislation might affect their plans. She works with companies to ensure their plans are in compliance with IRS and DOL rules and regulations while remaining aligned with their business objectives.

Therese is an IRS Enrolled Retirement Plan Agent (ERPA), an Accredited Pension Administrator (APA) and active member of the National Institute of Pension Administrators (NIPA) since 1994.

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