We have a great team at SD Retirement Solutions that works closely with our clients. I enjoy being involved with contribution processing and the many other services we are able to provide to our clients and participants.
Nancy joined Schneider Downs & Co., Inc. in March of 2006. After taking time away in 2012 to pursue a career in nursing, Nancy returned to the firm and transitioned to her role within the SDAdvantage Retirement Solutions, LP (SDARS) group in 2015.
Nancy currently serves as Senior Manager of Recordkeeping Services for the group, overseeing the recordkeeping service team. She and is seen as the “Jane of all trades,” working with clients to translate plan documents into the recordkeeping system. She manages key recordkeeping projects and initiatives along with the operation of the retirement plan website. Additionally, she is part of the onboarding and training process for new SDARS clients.
Retirement Plan Fundamentals Certificate (RPF)
B.S. in General Studies, Clarion University of Pennsylvania
R.N. in Nursing, UPMC Shadyside School of Nursing
Member, American Society of Pension Professionals & Actuaries (ASPPA)
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Schneider Downs Wealth Management, LP (“SD Wealth Management” or “SDWMA”) is an SEC Registered Investment Advisor specializing in the Investment Management and Financial Planning Services for Individual Investors; Investment Management and Investment Committee Services for Institutions and Non-Profits; and Corporate Solutions and ERISA Fiduciary Services. Registration with the SEC does not imply any level of skill or training.
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