Denise R. Bolger, CPC, QPA, QKA – Retirement Plan Account Manager
Denise, a Retirement Plan Account Manager, returned to Healey & Associates in early 2014. She previously worked for Healey from 1998 to 2003 as a Pension Administrator/Team Leader, providing retirement plan administration, compliance and training. Prior to her return to Healey, she was a Pension Compliance Officer with a large financial institution for a number of years. Denise then expanded her experience as a paralegal and a Notary Public with a prominent local law firm. She currently provides retirement plan services and expertise to new and existing clients in the areas of compliance, administration, plan documents, and plan design, ensuring that these plans meet the needs of their plan sponsors.
Denise brings over 25 years of knowledge and experience with retirement plans, compliance and law. She has studied and obtained several professional designations from the American Society of Pension Professionals and Actuaries, and she maintains her credentials as a Notary Public for the State of Maine.