Theresa has nearly 20 years of experience in retirement plan administration and benefits consulting. Her experience includes compliance testing, annual valuation, DOL annual returns, trust accounting, asset reconciliation, employer contribution calculations. 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, defined benefit and ESOP plans. Theresa is also a member of ASPPA with a QKA designation.
Prior to Blue & Co., LLC, she worked in the Retirement Services Division of an Indianapolis insurance company in various roles of plan services consultant, plan analyst and plan writer. Theresa earned a Bachelor of Science degree in Education from Youngstown State University in Youngstown, Ohio.