Jennifer P. Oliver, QKA
Jennifer is a specialist in plan conversions and new plan set-ups. She works with the audit team to stay up to date on audit requirements and financial statement disclosures for large plans. She is also involved in daily communication with clients, processing payrolls, distributions, loans and self-directed brokerage accounting. In addition, she handles annual plan administration, including compliance testing, trust accounting, Form 5500 and financial statements.
Working out of our Burlington office, Jennifer manages new staff training and oversees our processes and procedures. She also serves as our in-house expert on Relius, our record-keeping software platform. Jennifer joined the firm in 2001.
Jennifer is active in the community and currently serves as the fundraising chair for a local chapter of the Juvenile Diabetes Research Foundation.