Kathleen A. Daly, QPA, ERPA
Senior Pension Administrator
“Only I can change my life – no one can do it for me” ~ Anonymous
Kathy joined Tycor in August 1980. She has more than 35 years of experience in qualified retirement plan administration.
- Enrolled Retirement Plan Agent (ERPA)
- Qualified Pension Administrator (QPA)
As a Senior Pension Administrator, Kathy concentrates on the complicated contribution calculations and nondiscrimination testing required under the Internal Revenue Code. Dedicated to ensuring high quality service, Kathy works directly with plan sponsors to resolve problems and maintain the compliance of each qualified plan. Kathy also mentors newer members of our retirement plan team on the rules and regulations surrounding qualified plans.
Contact Kathy if you need assistance with:
- Administrative issues with retirement plans
- Coordination of Plan Audits for 5500 purposes or IRS audits
- Interpreting and applying terms of your Plan Document
- IRS representation without the cost of an attorney
- Plan design expertise