Mickie leads the Blue Benefits Consulting practice firm-wide. Over 30 years in the retirement plan administration, has given her experience in serving client retirement plan needs in banking, record keeping and Third Party Administration practices. She specializes in retirement plan consulting, plan design and corrections, and has responsibility for new business development.
Mickie is an Enrolled Retirement Plan Agent (ERPA) with the IRS, and a current credentialed member of the American Society of Pension Professionals and Actuaries (ASPPA) with designations of Qualified Pension Administrator (QPA) and Qualified 401(k) Administrator (QKA). Mickie is also a current member of the Indiana Benefits Conference and has previously served multiple terms as Vice President of the Illinois Chapter of The ESOP Association as well as served on the Employee Benefits Committee of the US Chamber of Commerce. She has spoken and presented through various media on retirement plan subject matter before professional and business groups.
Jane is a Senior Manager with Blue Benefits Consulting, Inc. in the Columbus, Ohio office. She is responsible for managing the benefits department and the administration of a client caseload which includes 401(k)/profit sharing plans, money purchase plans, new comparability plans, and Defined Benefit Cash Balance plans.
Jane has over 30 years of experience in Retirement Plan Administration. Many of these years have been with various Bank Trust Departments in Columbus, Ohio and Actuarial Firms in the Columbus, Ohio and Seattle, WA areas. Jane’s experience includes helping her clients with Plan Design and implementation of various retirement as well as day to day administration of these plans. She holds the Qualified 401(k) Administrator designation through ASPPA. Jane is a graduate of The Ohio State University with a Bachelor of Science degree in Business Finance.
Tim is a Manager with Blue Benefits Consulting, Inc. in the Carmel, IN office. He assists plan sponsors and advisors with the administration and compliance of both small and large 401(k) plans and other qualified plan arrangements.
Tim holds the designation of Certified Pension Consultant (CPC) from the American Society of Pension Professionals & Actuaries (ASPPA). He is also an Enrolled Retirement Plan Agent (ERPA) with the ability to represent Employers before the IRS in retirement plan matters.
Gerald is a Manager with Blue Benefits Consulting, Inc. in the Bloomington, Indiana office. His responsibilities include the preparation of annual Discrimination Testing, Plan Valuations and Employer Contribution Calculations for Defined Contribution Plans of existing Blue Benefits Consulting clients. He is responsible for the preparation of Forms 5500 and other tax forms associated with qualified retirement plans, as well as the verification that the plans are in compliance with Department of Labor (DOL) and Internal Revenue Service (IRS) regulation requirements.
Gerald has over 25 years experience in the benefits industry and has earned the designation of Chartered Retirement Plans Specialist from the College for Financial Planning. Gerald is a graduate of Westminster College in Pennsylvania, with a B.S. in Mathematics.
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.
Annette is a Benefits Specialist with Blue Benefits Consulting, Inc. in the Bloomington, Indiana office. Her responsibilities include: assisting clients to facilitate day to day plan operations, managing employee census data, processing distribution & loan requests, electronic filing of plan-related tax forms and helping clients with web portal access.
Annette has over 6 years of experience in Retirement Plan Administration, and over 22 years of experience in Administrative Management and Customer Assistance.
Cheri has been an employee of the Seymour office for over 22 years and has worked in various capacities prior to moving to the Benefits Department thirteen years ago. Currently, she is a Benefits Specialist where she is responsible for the administration of retirement plans including annual accounting, allocating assets, distributions, preparation of participant statements, and preparation of annual returns required by the DOL. Cheri corresponds with clients, financial institutions, attorneys, and the IRS and holds employee educational and enrollment meetings for newly formed retirement plans.
Lynette is a Benefits Specialist with Blue Benefits Consulting, Inc. in the Bloomington, Indiana office. She assists clients with plan operations, including: participant distributions and loans, employee census matters, and web portal information access.
Lynette is a graduate of Indiana University. Prior to Blue Benefits Consulting, she handled benefits for a client of the Bloomington office for many years.
Angie is a Benefits Specialist with Blue Benefits Consulting, Inc. in the Bloomington, Indiana office. Her experience includes annual plan valuation, contributions, and compliance testing, trust accounting reconciliation, and DOL and IRS annual and corrective filings. She has worked with various types of plans, including Solo-K, 401(k), and Profit Sharing plans.
Prior to working at Blue Benefits, she worked within the private accounting services sector and with Blue and Co LLC, for a combined eight years, where she specialized in administrative, payroll and bookkeeping roles.
Pam is a Benefits Specialist with Blue Benefits Consulting, Inc. in the Carmel, IN office. Her responsibilities include: document preparation and plan restatements.
Pam is a graduate of Purdue University, West Lafayette with a B.S. in Financial Planning and Counseling. Prior to Blue Benefits Consulting, she handled payroll for Blue and Co LLC. Pam is currently working on her QKA credentials with ASPPA
Jeff is a Manager with Blue Benefits Consulting, Inc. From the American Society of Pension Professionals & Actuaries he has earned the following professional credentials: Qualified Pension Administrator (QPA), Qualified 401(k) Consultant (QKC) and Qualified 401(k) Administrator. Jeff is also a graduate of the University of Kentucky with a B.S. in Mathematics and Economics.
With over 25 years of experience in the qualified retirement plan industry, Jeff’s experience includes complex compliance testing, employer contribution calculations, DOL annual returns, trust accounting, asset reconciliation, and plan design for plan types including, 401(k),a profit sharing, 403(b), defined benefit and ESOP plans.
Kim is a Benefits Administrator with Blue Benefits Consulting, Inc. in the Bloomington, IN office.
Kim is a graduate of Villanova University and has more than 25 years of experience in the industry. She has worked in all aspects of the Defined Contribution side of the business, and as a Retirement Plan Administrator for many local TPA firms.