We are a Third-Party Administrator (TPA) dedicated to providing comprehensive administration and consulting services tailored to your retirement plan. As our company name indicates, our approach is to partner with our clients and their advisors - from designing the perfect plan to simplifying the plan administrative process.
I come to TNJ with over 30 years of experience in retirement plan consulting and administration, specializing in 401(k), Profit Sharing, Money Purchase and 403(b) plan designs. I have studied extensively and have attained the designations of Qualified 401(k) Administrator (QKA) and Qualified Plan Administrator (QPA) from the American Society of Pension Professionals & Actuaries. In addition, I have attained my Enrolled Retirement Plan Agent (ERPA) designation which allows me to represent our clients before the Internal Revenue Service. I graduated summa cum laude from DePaul University and began my career as a staff accountant before specializing in the retirement plan arena.
Jeanette has more than 20 years of experience working with retirement plans. She takes pride in staying up to date with technical knowledge and keeping up on changing laws, regulations, and industry guidance. Jeanette is a credentialed member of the American Society of Pension Professionals and Actuaries and is an Enrolled Retirement Plan Agent (ERPA). Before co-founding TNJ, she worked as a retirement plan consultant with two other TPA firms and was an owner of another TPA firm for 8 years. Jeanette is a graduate of Bradley University.
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