Wendy Lankes is a principal for the firm of R.K. Schaaf Associates, Inc., and also serves as its Vice President. As a qualified plan consultant, she has been actively involved in the retirement benefits industry since 1985.More
Merri Ash is vice president of First Bankers Trust Services. Merri has more than 34 years experience in employee benefits services. Her past work experience includes work as a senior trust officer with SunTrust Bank, employee benefits consultant with Wyatt Company, benefits manager with Jonathon Corporation, an ESOP company and team leader and senior benefits consultant with the National Automobile Dealers Association.
Merri Ash was interviewed in May of 2012 for the ESOP Advisor Hall of Fame. You can read her interview online at ESOPMarketplace.com.More
Marilyn Marchetti is involved with:
- Evaluating ESOP transactions independently
- Accepting employer contributions and collecting income on plan assets
- Completing participant distributions and providing all the required tax reporting documents to retirees and terminated employees
- Providing statements to all necessary parties in a timely matter
I focus on qualified retirement plans (e.g., 401(k), ESOPs, profit-sharing plans, cash balance plans and defined benefit plans) and executive compensation.
A significant portion of Ms. Ann Kim’s practice consists of advising clients on Code Section 409A compliance and finding practical compliance solutions.