Philadelphia, Pa. – January 21, 2011 – SES Advisors is pleased to announce that Jane Rogers, Senior ESOP Administrator, and Tabitha Croscut, Esq. have been named Principals in the firm.
Jane has 30 years of experience in qualified retirement plan administration, including 10 years of ESOP administration and compliance expertise. As Senior ESOP Administrator, Jane provides professional ESOP administration and consulting services to clients, as well as assisting in the marketing of SES Advisors ESOP administration services. Jane holds the QKA designation from the American Society of Pension Professionals and Actuaries and has spoken at conferences held by The ESOP Association and the National Center for Employee Ownership.
Tabitha joined the Philadelphia office of SES Advisors, Inc. and Steiker, Fischer, Edwards & Greenapple, P.C. in 2010. Prior to joining SES and SFE&G, Tabitha was an ESOP attorney with Boylan, Brown, Code, Vigdor & Wilson, LLP in Rochester, NY. In addition to counseling clients regarding transactional, compliance and fiduciary issues affecting their ESOPs, she has represented companies, sellers, and internal and external trustees in ESOP transactions ranging from under a million dollars to over one hundred million dollars. Tabitha is a frequent speaker at ESOP conferences nationwide and presents regularly for Pinnacle Equity Solutions, Inc. on how ESOPs can be an effective exit or transition planning tool for owners of closely held businesses.
