Plan Administration Services
Kelly Irizarry
ESOP Administrator |
|
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. She is a member of the American Society of Pension Professionals & Actuaries (ASPPA) and is working toward her QKA designation.
Kelly has more than 15 years of experience in communications, client relations and administration. She received her Bachelor of Arts in English from Kean University and is completing her MBA from Fairleigh Dickinson University. In her spare time, Kelly is a coordinator for the New Jersey Senior Olympics hosted in Woodbridge, NJ.
6 South Street, Suite 202 Morristown, NJ 07960 973.540.9200 ext. 105 kirizarry@sesadvisors.com
|