Shannon M. Dolan, QPA QKA
PLAN CONSULTANT / OWNER
My career in the retirement plan industry started with auditing profit sharing 401(k) plans as a staff accountant in the Eugene office of a large regional CPA firm. As my interest grew and the needs of my family changed, I switched career paths to specialize full-time in third party administration (TPA), plan design, and optimizing plan contributions. I have been working with profit sharing 401(k) plans now for over 10 years and feel the time is right to bring the community a new option. I am a locally grown, focused, quality service provider who brings you a one point of contact experience for administration of your profit sharing 401(k) plan.
My core values [FIRE]: Flexibility, Integrity, Responsibility, Efficiency
My career in the retirement plan industry started with auditing profit sharing 401(k) plans as a staff accountant in the Eugene office of a large regional CPA firm. As my interest grew and the needs of my family changed, I switched career paths to specialize full-time in third party administration (TPA), plan design, and optimizing plan contributions. I have been working with profit sharing 401(k) plans now for over 10 years and feel the time is right to bring the community a new option. I am a locally grown, focused, quality service provider who brings you a one point of contact experience for administration of your profit sharing 401(k) plan.
My core values [FIRE]: Flexibility, Integrity, Responsibility, Efficiency
|
Education
- Qualified Pension Administrator (QPA), ASPPA, 2009 - Qualified 401(k) Administrator (QKA), ASPPA, 2007 - Masters of Accounting Degree, University of Oregon, 2001 - Bachelors Degree, Accounting, University of Oregon, 2000 |
Activities / Interests
- American Society of Pension Professionals & Actuaries (ASPPA) - OSCPA Local Service Area Council (2001-2003) - Jogging (relay races, 1/2 marathons, leisurely with friends) - Softball (co-ed, community & city leagues) |
