Senior Retirement Plan Services Administrator, VP
Office Phone: 812-462-7086
Nancy has over 20 years of experience providing retirement plan services for institutional trust clients with a focus on ERISA regulations, fiduciary issues, plan design, and employee education. Her previous public accounting experience includes personal and corporate tax preparation which provides valuable insight into the concerns of her business clients. Nancy is a member of the Indiana Benefits Conference, as well as serving on the Union Hospital Pension & Audit Committee and the board of Wabash Valley Art Spaces.