Heather has been in plan administration since 1995 and recently started her role at SVA Plumb Financial as a Retirement Consultant. Her main functions include assisting consultants with new business and acting as the liaison between the client and the third-party administrator (“TPA”). Heather’s specialty is plan design, specifically cross-tested plans, which can maximize owner profit sharing contributions in the retirement plan.
Heather also provides day-to-day customer support for businesses and their employees in administering their 401k plans. She also assists with legal/compliance issues that arise.
Heather is married to Jon who is a high school art teacher in Belleville. She has two children, Owen and Ava, and spends most of her free time supporting their sporting events and activities. She also enjoys working in her yard and crafting with her daughter.
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