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The
investment industry is driven by professional salespeople busy making
sales. We focus on providing
exceptional personal service
and let the service drive our sales to us.
Your
business and your referrals are greatly
appreciated!
McWethy Pension
Services...
focuses exclusively on
providing retirement plan services for employers ranging from high-tech to
not-for-profit agencies. By acting as an extension of the benefits
department, McWethy Pension Services makes retirement plan management
easier for employers by helping to coordinate all aspects of the plan -
investments, recordkeeping, compliance, and employee communication. The
employer gains the expertise and guidance of a full-time pension
consultant at a fraction of the cost. By delegating the day to day
servicing aspect of the plan, your management team is free to handle more
pressing strategic issues than keeping abreast of current pension law and
investments.
McWethy Pension Services is dedicated to providing the
highest level of customer service and has the experience to directly
assist both sponsors and employees. Our goal is to help employees
understand, appreciate and utilize their retirement benefits. A complete
education and communication program is designed for your employees to
provide knowledge and empower employees to reach their retirement
goals.
Jennifer
McWethy, M.B.A., C.P.C.
Jennifer
has provided services for nearly 400 qualified plans and is unique in the
retirement plan industry since she has hands-on experience in both the
financial markets and retirement plan compliance administration. She began
her career at SAFECO Mutual Funds on October 19, 1987, which later became
know as "Black Monday" due to the severe market correction on that same
day. She was later promoted to SAFECO Life as a Pension Analyst and became
a specialist in technically difficult plans and plans requiring special
customer service attention. She has lectured frequently at training
seminars on qualified plan issues and providing exceptional customer
service.
Jennifer earned her MBA with a concentration in Finance at
Seattle
University
and is a
Certified
Pension Consultant, a
designation from the American Society of Pension Actuaries. She is the
Chairperson for the Compensation and benefit Special Interest Group of the
Seattle Chapter of the National Human Resource Management Association. She
was previously a member of the American Society of Women accountants and a
past Chairperson of the Albers Graduate Alumni Board at
Seattle
University
. McWethy Pension Services
frequently sponsors continuing education seminars for clients and
friends.
The
Certified Pension
Consultant designation is awarded by the
American Society of Pension Actuaries
(ASPA) to benefits professionals employed in the fields of plan
administration, pension actuarial administration, insurance and financial
planning. CPCs work with employers to formulate, implement, administer,
and maintain qualified retirement plans and other employee benefits
programs.
An individual who has at least
three years of experience in pension-related matters and demonstrates
competence in various aspects of pension and related employee benefits
consulting through completion of the prescribed examination
series may apply to the ASPA board of
directors for the CPC designation.
Certified members of ASPA prescribe to honorable professional
practices and must complete regular on-going continuing education to
maintain professional designations.
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