Levy & Associates

Description

Ingrid J. Fils, QPA, is a Pension Consultant with over eleven years of experience in pension consulting and administration. She joined Levy & Associates after a fourteen year career in senior management with federal savings bank and as a corporate consultant specializing in retail banking and operations analysis. She is a graduate of Ohio State University, having majored in International Business. The American Society of Pension Professionals & Actuaries awarded Ms. Fils the professional designation of Qualified Pension Administrator (QPA). She currently serves on the Board of Directors for City County Credit Union of Ft. Lauderdale and is a board member and treasurer of the ASPPA Benefits Council of South Florida. Ms. Fils is responsible for client services, record keeping and administrative reporting for defined contribution plans.

If you are not familiar with our company and your first contact with us is online: We would be pleased to hear from you! Please let us know what your needs and questions are, we will be more than happy to help. In brief, you should know the following about us: our company was established in 1988 and had been responsible for providing outstanding retirement plan administration services ever since.

Shelley Nario, QKA is a Pension Consultant with nine years of experience in the pension industry. She has experience with small and large defined contribution plans including daily valuation platforms. Shelley was awarded the Qualified 401(k) Administrator (QKA) credential from the American Society of Pension Professionals & Actuaries in January of 2009. She is currently attending Miami Dade College working toward a degree in Business Administration. She joined Levy & Associates in 2006 where her responsibilities include client services recordkeeping, trust accounting and administrative reporting for defined contribution plans.

Service to Clients: The cornerstone of Levy & Associates is the high level of service our organization provides. We believe clear lines of communication between the client and the plan consultant are paramount in assuring that the retirement program operates smoothly and effectively. We provide timely and accurate reports and administrative forms for the employer and plan participants. Our goal is to minimize the amount of time the client must spend on plan operations. Through strong cost controls we are able to provide these services at fees which are among the lowest in the area.

Danny Hernandez, QKA is a Pension Consultant with four years experience in pension consulting and administration. He has experience with small and large defined contribution plans including those of PEOs (Professional Employer Organizations). He graduated from Nova Southeastern University with a Bachelor of Science degree in Finance. Mr. Hernandez joined Levy & Associates in 2008 where his duties include client services, recordkeeping, trust accounting, and administrative reporting for defined contribution plans.

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