Amy Harren, ERPA, QKA – Retirement Plan Account Manager
Amy Harren joined Healey & Associates in 1997 with a background in accounting and financial services industries. She has maintained our more complex client base, managing all aspects of retirement plan administration.
As a retirement plan account manager, Amy works closely with plan sponsors and trustees to ensure their retirement plan fully meets their goals and needs while maintaining compliance with federal regulations. She has a wide range of expertise in retirement plan design, consulting, administration and 5500 filing and continues to develop her skills in these areas.
Amy has been accredited with American Society of Pension Professionals & Actuaries as a Qualified 401k Administrator (QKA) since 2003.
She earned the IRS designation of Enrolled Retirement Plan Agent (ERPA) in 2013 identifying her as a pension professional qualified to practice before the IRS and exhibiting a high level of competency in the field.