Sheila has over 20 years of experience in retirement plan administration and benefits consulting. Her experience includes annual plan valuation and compliance testing; trust accounting reconciliation; contribution, distribution and loan processing; and preparation of various DOL and IRS annual returns and tax forms. She specializes in consulting with her clients on plan design and compliance. She has worked with various types of retirement plans including 401(k) Profit Sharing Plans, Money Purchase Pension Plans and Cash Balance Plans. Sheila is also a member of ASPPA and the Relius Midwest User Group.