Kathy has been in the administrative field for over 30 years. She is a graduate of Central Business Institute in Syracuse, New York. Her career has included employment with Strong Memorial Hospital in the Department of Utilization Review as well as being an Administrative Assistant in the Psychiatric Emergency Department.
She has also been employed with Eastman Kodak in the Environmental Analytical Service Department.
Since joining Northeast Benefit Services, inc. in 1996, Kathy has enjoyed learning the different aspects of the pension field. Her responsibilities are not only being the receptionist, she prepares the associates with material for new clients. Prepare plan documents and amendments when clients need to change plan provisions with their existing Plan. Prepares the EGTRRA Plan Document Restatement for the IRS. Prepares completed 5500 Forms and Extensions and sends them to IRS in timely fashion as well as assists and complete the 1099(s), 1096 and the 945 forms.
Kathy and her family reside in Penfield, New York