"Anyone who's tried to interpret tax law understands what a mystery it is...which is what puts us in the problem solving business. I enjoy mysteries and problem solving and that's what most of my job is about. It's a nice mix, and really more interesting than it sounds at dinner parties."
- Debra I. Raphael

Debra I. Raphael

Debi joined the firm as a Certified Pension Consultant and Paralegal in August 2004, bringing a background in third party retirement plan administration and consulting. Her experience includes plan design, implementation, and administration; preparation of retirement plan documents; IRS and DOL reporting; nondiscrimination testing; and working with plan sponsors in connection with mergers and acquisitions, voluntary correction programs, and all aspects of plan administration. Debi's work has focused on qualified defined contribution plans with an emphasis on 401(k) plans and ESOPs. She has taught a variety of classes and workshops on pension and customer service related topics, including American Society of Pension Professionals & Actuaries (ASPPA) certification courses.

24 Years of Experience

dir@seethebenefits.com

Education

  • California State University, Sacramento: B.A., Business Administration & Finance, 1982
  • American Society Pension Professionals and Actuaries: Certified Pension Consultant, 1995
  • Internal Revenue Service, Enrolled Agent: 2007
Debi joined the firm as a Certified Pension Consultant and Paralegal in August 2004, bringing a background in third party retirement plan administration and consulting. Her experience includes plan design, implementation, and administration; preparation of retirement plan documents; IRS and DOL reporting; nondiscrimination testing; and working with plan sponsors in connection with mergers and acquisitions, voluntary correction programs, and all aspects of plan administration. Debi's work has focused on qualified defined contribution plans with an emphasis on 401(k) plans and ESOPs. She has taught a variety of classes and workshops on pension and customer service related topics, including American Society of Pension Professionals & Actuaries (ASPPA) certification courses.