Nancy joined Schneider Downs & Co., Inc. in 2006. In 2012, Nancy left to pursue a nursing career, and then returned to the company and transitioned to her role within SD Retirement Solutions in 2015.
She is the ‘Jane of all trades’ of the team and works with clients to translate plan documents into the recordkeeping system and retirement website. In addition, she manages the contribution processing for our retirement plans and is responsible for the accuracy and production of participant quarterly statements, the operation of the retirement website, and any special project requests.
Retirement Plan Fundamentals (RPF) Certificate, American Society of Pension Professionals and Actuaries
B.S. in General Studies with Minors in Computer Science and Statistics, Clarion University of Pennsylvania
Diploma, UPMC Shadyside School of Nursing