Nicole Deal, QKA, QPA, CPC, ERPA – Manager
Nicole is new to PASI’s management team. She has over 12 years of professional experience in the financial and retirement administration industry and is responsible for higher-level plan work and plan reviews. She has worked with difficult accounting and financial related issues as well as challenging plan administration, VCP filings, and DB plan administration. Nicole has obtained QKA, QPA, and CPC ASPPA Certifications. Nicole has a Bachelor of Science in Business Administration from the University of North Carolina at Wilmington, NC.
Prior to joining PASI, Nicole worked for a pension administration firm for over 10 years preparing and reviewing contribution calculations, financial reports, and government filings where she managed and trained office staff (in-state and out-of-state), consulted with clients on pertinent, complex, and confidential issues, prepared VCP, DFVCP, and VFCP packages, acted as Power of Attorney on her clients’ behalf, and administrated Defined Benefit plans.
Nicole is an Enrolled Retirement Plan Agent with the Internal Revenue Service and is, therefore, able to represent his clients before the IRS with respect to retirement plan matters.