Donna Wolfson, QPA, QKA
Donna has over 25 years of experience in qualified plan administration and design, annual administrative reporting (including Form 5500 submissions), non-discrimination testing, employer contribution calculations, applicable ESOP diversification distributions, and the preparation of plan documents and amendments.
Donna and her husband, Jack, live in Monroeville. Donna enjoys traveling and gardening.
Professional Licenses & Designations
Qualified Pension Administrator
Qualified 401(k) Administrator
Education
B.A. in Journalism, Pennsylvania State University
Paralegal Certification Specialty in Employee Benefits Law, Duquesne University Paralegal Benefits Institute
Memberships and Associations
Member, American Retirement Association
Member, American Society of Pension Professionals and Actuaries
Member, National Association of Plan Advisors
