Our staff is available via email or phone (410.771.3035 ) at the extensions provided below.
Renee Finnegan, Vice President
Enrolled Retirement Plan Agent (ERPA)
Certified Pension Consultant (CPC)
Qualified Pension Administrator (QPA)
Qualified 401(k) Administrator (QKA)
Renee C. Finnegan joined Pollard & Associates in 1987 and has been Vice President of the Company since 2000. Renee is a member of the American Society of Pension Professionals and Actuaries (ASPPA) and has earned her Certified Pension Consultant (CPC), Qualified Pension Administrator (QPA) and Qualified 401(k) Administrator (QKA) credentials through ASPPA. She has also attained her Enrolled Retirement Plan Agent (ERPA) designation which enables her to practice before the IRS and represent our clients on retirement plan issues. Renee has served on the ASPPA Education and Examination Committee and ASPPA Conferences Committee. Renee manages Pollard’s Staff and is the firm’s compliance expert.