Renee C. Finnegan

• Enrolled Retirement Plan Agent (ERPA)
• Certified Pension Consultant (CPC)
• Qualified Pension Administrator (QPA)
• Qualified 401(k) Administrator (QKA)

Renee joined Pollard & Associates in 1987 and is the Executive Vice President. 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.