Lindsay is an Analyst at Northwest Retirement Plan Consultants. Her primary responsibilities include working with the plan consultant to assure that all of the client’s plan administration needs are provided for. To do so, she reviews plan assets and census materials; as well as prepares compliance and coverage testing, employer contribution calculations, trust accounting, valuation work, tax forms, and benefit administration services.
She has worked in the industry since 2003 and holds an Accredited Pension Administrator (APA) designation, along with a Bachelor’s degree in Business Administration. In addition to her essential job functions, she is skilled in plan terminations for DC plans.
Outside of work, Lindsay loves spending time with her two young boys.