Allison comes 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. She has studied extensively and has attained the designations of Qualified 401(k) Administrator (QKA) and Qualified Plan Administrator (QPA) from the American Society of Pension Professionals & Actuaries. In addition, she has attained her Enrolled Retirement Plan Agent (ERPA) designation which allows her to represent her clients before the Internal Revenue Service. Allison graduated summa cum laude from DePaul University and began her 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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