Laurie L. Dalton, QPA, QKA - Partner and Director of Retirement Plan Administration Division

Practice Areas/Expertise

• Retirement and Pension Plan Services
• Retirement plan design and consulting
• Retirement plan administration/Trust Accounting
• New plan installation/plan termination

Special Interests/Projects

Laurie helps clients with IRS voluntary correction programs, compliance resolution and closing agreement submissions.  She also designs plans utilizing prototype, volume submitter and individually designed plan documents.

Education

• Bachelor of Arts, University of Denver, 1973

Merits

• Qualified Pension Administrator designation, 1991
• Qualified 401(k) Administrator designation, 2002

Memberships

• American Society of Pension Professionals & Actuaries