Archive for: Team

Pam Lacy

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 […]

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Angie Smith

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 […]

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Verity Owusu

Verity is a Benefits Specialist with Blue Benefits Consulting, Inc. in the Columbus, Ohio office. Her responsibilities include: processing distribution & loan requests and running payroll contribution deposits. Prior to Blue Benefits Consulting, Verity worked with a local hospital on the HR team. Verity earned a Bachelor of Science degree […]

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Lynette Knies

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 […]

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Cheri Wetzel

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, […]

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Annette Morris

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 […]

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Theresa A. Basciano, QKA

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 […]

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Gerald Nappi, CRPS

Gerald is a Benefits Administrator 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 […]

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Sheila Hammel

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 […]

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Tim Norman, CPC, ERPA

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 […]

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