Jenny joined the team in January 2011 as a college intern, became a full-time Staff Accountant in April 2011, was promoted to Senior Accountant in June of 2013, and then to Manager in January 2016. Jenny earned both her Bachelor of Business Administration and Master of Business Administration degrees from Davenport University. She earned her CPA certification in Michigan in 2015. Her services include review and compilation of financial statements, tax return preparation, and employee benefit plan audits. Her professional memberships include the American Institute of Certified Public Accountants (AICPA) and the Michigan Association of Certified Public Accountants (MICPA).
In her spare time, Jenny enjoys spending time with family and friends, being physically active, and spending time along the shores of Lake Michigan.
Good Idea: When determining the number of active participants in a company’s 401(k) plan, employers and plan sponsors need to include all eligible employees whether or not the employee is actually participating or not. Improperly excluding eligible employees from the count can lead to big fines and headaches down the road.