Jeri L. Howell
Jeri's background in retirement plan administration and consulting includes qualified defined contribution and defined benefit retirement plans, compliance and nondiscrimination testing, plan design and implementation, plan terminations and mergers, and IRS and DOL reporting. Beginning her career as a defined benefit administrator, she has focused in recent years on ESOPs and 401(k) plans. Jeri is a member of American Society Of Pension Professionals & Actuaries (ASPPA), National Institute of Pension Administrators (NIPA), and Western Pension & Benefits Conference. She has taught a variety of classes and workshops on retirement plan topics, including "Employee Benefits in Personal Financial Planning," for University of California, Davis Extension, preparation courses for ASPPA certifications, and workshops for the Sacramento chapter of NIPA. She has served as past-president and a board member of NIPA's Sacramento Chapter.
Jeri is an Accredited Pension Administrator, an Enrolled Retirement Plan Agent, and a Qualified 401(k) Administrator.