Jaime Anday

Director – Retirement Plans
P: 920-996-1110

Expertise

  • Retirement plan administration

Jaime has more than 20 years of benefit plan administration experience. As a consultant, Jaime listens to her clients’ wants and needs to effectively plan, design and draft retirement plan documents that will meet their expectations and goals. She is responsible for the generation of allocation reports, all required compliance testing, contribution calculations (including cross tested plan formulas), tax returns, projections, participant notices, and overall plan compliance as required by the IRS and DOL.

Jaime is also responsible for the overall management of Schenck Retirement Plan Solutions (SRPS). This includes overseeing the day-to-day operations of the department, preparing the budget, and implementing the short and long term goals for SRPS.

Key accomplishments

  • Reviewed retirement plans for clients and made recommendations as to how they could enhance their plan to provide more benefits to the owner/management group without increasing benefit levels to the staff
  • Represented clients at IRS/DOL audit of retirement plans enabling our clients to concentrate on their own business
  • Organized new plan design and coordinated the plan mergers for a multi-corporation controlled group
  • Provided recommendations on the transition of implementing a 401(k) plan for clients purchasing additional businesses

Education

Viterbo University, BA, Accounting

Professional memberships

  • Fox River Area Pension Professional Society (FRAPPS), Past Treasurer

Community involvement

  • Shawano Ski Sharks, Fundraising Committee 
  • Kiwanis Club of Appleton, Inc., Past President

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