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Principal and Vice President, Plan Administration Services
Douglas Cannon
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Doug Cannon has more than 16 years of experience working with defined contribution plans and 10 years of experience with Employee Stock Ownership Plan (ESOP) administration and compliance. Read more... |
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Vice President
Dayle Scheinman
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Dayle Scheinman joined SES Advisors in 2011 and has 10 years of experience in the financial services industry. He has worked with some of the country’s largest retirement plan providers in plan consulting, sales, participant education, plan design and investment analysis. Read more... |
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Principal and Senior ESOP Administrator
Diane Fanelli
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Diane Fanelli has been with SES Advisors for more than 12 years. She has extensive experience in employee benefits consulting and defined contribution plan administration. Read more... |
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Principal and Senior ESOP Administrator
Mychelle Holloway
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Mychelle Holloway has more than 10 years of experience in ESOP administration and consulting and holds the designations Certified Pension Consultant and Qualified Pension Administrator from the American Society of Pension Professionals and Actuaries (ASPPA). Read more... |
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Principal and Senior ESOP Administrator
Jane E. Rogers
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Jane has over 30 years of experience in qualified retirement plan administration, including over 10 years of ESOP administration and compliance expertise. Read more... |
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Senior ESOP Administrator
Karen W. Hurley
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Karen joined SES Advisors with more than a decade of accounting experience, including over five years of qualified plan administration experience working exclusively with ESOPs. Read more... |
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Senior ESOP Administrator
Chuck White
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Chuck White joined SES Advisors in 2011, bringing more than five years of qualified plan administration experience working with ESOPs and 401(k) plans. Read more... |
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ESOP Administrator
Dorothea Collins
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Dottie Collins has been with the firm for more than five years and has more than 20 years of experience in defined contribution pension administration. Read more... |
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ESOP Administrator
Kelly Irizarry
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Kelly Irizarry has been with SES Advisors since 2007 and is responsible for plan administration, including recordkeeping, nondiscrimination testing, preparation and processing of 1099-Rs and 5500 Form filings. Read more... |
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Compliance Specialist
Barbara Krumbhaar
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Barbara has more than 23 years of employee benefit consulting experience, particularly in the areas of legal compliance, design and administration of employee benefit plans. Read more... |
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