Michele A. Jones, QPA, QKA President
Michele is a Qualified Pension Administrator, Qualified 401(k) Administrator, and President of Century Benefits Consulting, Inc.
BACKGROUND
Michele entered the retirement field in 1988, and has extensive experience in the design and administration of employee-benefit plans, with a focus on 401(k) plans. Her experience with other plan types includes profit sharing, money purchase, cafeteria, ESOP, target benefit and defined benefit plans. She has worked as a Senior Administrator, and a Vice President of Customer Service, she has a unique understanding of business aspects from both the owner and administrator perspective.
Michele developed and helped create the 401(k) Plan product and Cafeteria Plan product for an internet delivered payroll service.
Michele specializes in setting client expectations, and helping to communicate the needs of the client to staff members.
PROFESSIONAL DESIGNATIONS Indiana University, Bloomington Indiana
Qualified Pension Administrator (QPA), American Society of Pension Professionals & Actuaries
Qualified 401(k) Administrator (QKA), American Society of Pension Professionals & Actuaries
California Insurance License, #0D19833
PROFESSIONAL ACTIVITIES
- Past President, Past Vice President, SF Bay Area Chapter of National Institute of Pension Administrators.
- Past Vice President, SF Bay Area Chapter of National Institute of Pension Administrators.
- Member, American Society of Pension Professionals & Actuaries
- Speaker, American Society of Pension Professionals & Actuaries 1999 Summer Conference
- Speaker, National Institute of Pension Administrators August 2001
- Faculty, Practicing Law Institute, August 2001
- Speaker, Lorman Education Services, May 2003, September 2003
- Speaker, International Society of Certified Employee Benefit Specialists, June 2003, June 2004
- Contributor, Tax Savvy for Small Business, Published by Nolo Press
- Chairperson, National Institute of Pension Administrators 2000 Business Management Conference.
- Graduate, Renaissance Entrepreneurship Center (Core Business Planning Class, Spring 1995; Advanced Planning Class, Summer 1995)