" We take pride in working with our clients to guide them through the intricacies of ERISA law and the Internal Revenue Code to enable us to work together to keep their retirement and welfare benefit plans qualified and compliant, both in form and operation. "

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

contact us

Map of Pittsburgh Office
Pittsburgh

One PPG Place, Suite 1700
Pittsburgh, PA 15222

sdwealthmanagement@schneiderdowns.com
p:412.697.5200     f:412.261.4876

Map of Columbus Office
Columbus

65 East State Street, Suite 2000
Columbus, OH 43215

sdwealthmanagement@schneiderdowns.com
p:614.621.4060     f:614.621.4062

Map of Columbus Office
Washington, D.C.

1660 International Drive
McLean, VA 22102

sdwealthmanagement@schneiderdowns.com
p:412.697.5200     f:412.261.4876