Meet
Meet Wendi Keefe Holman
QKA
Senior Plan Consultant
Email: Wendi@retirementsolutiongroup.com Phone: 866-352-7731 Ext: 205
With RSG since 2012
About Me
Wendi is a Senior Plan Consultant who holds a Qualified 401(k) Administrator designation and has been with RSG since 2012. Wendi has 20 years of experience in the industry. With a focus on client services, in her role she builds strong relationships with clients, through the administration of their defined contribution plans. Wendi also helps clients in plan document preparation, plan document restatements, and census analysis.
My Licenses and Certifications
- Qualified 401(k) Administrator (QKA)
It is important to remember that a retirement plan is not only for the owners. It is also for the employees as well so that they may be able to enjoy a comfortable retirement.
What I do at RSG
- Plan Consultation
- Third Party Administration
- Special Consulting Projects
Ask Me About
- Client Customer Support
- ERISA Compliance
- Preparation and Filing of 5500 returns
- Annual Plan Administration
- Plan Analysis
- Audit Support
- Plan Design and Documentation
- Defined Contribution Plans
- Recordkeeping / Asset Reconciliation
- Plan Termination Support
- Multi-Employer Plans
- Participant Transactions
- Installation / Conversion of Plans
- Accounting / Finance
Background
Undergrad at Granite State College20+ years of industry experience.
In My Spare Time I Like...
I live with my husband and dog in Eliot, Maine. Enjoy watching the New England Patriots win, exploring restaurants, antiques and gardening.