Qualified Plan Specialist
For 13 years, Sheila worked with SYM in a Third-Party Administer role and in 2014 she began her current job as retirement plan consultant. Sheila’s responsibilities include compliance testing, government reporting, and oversight of qualified plan record keeping systems.
Sheila loves spending time with her husband, Bert, and their three children: Karissa, Braxton, and Kendall.
Fort Wayne, IN