Jane Jackson, QPA
Retirement Plan Specialist II

Jane is a Retirement Plan Specialist II with Tegra Financial Partners. This subsidiary of Habif, Arogeti & Wynne, LLP provides full-service retirement plan consulting and administrative services to both large and small employers.

Jane administers all facets of qualified retirement plans to include non-discrimination testing. She is also involved in contribution calculations and allocations, participant vesting, research and managing client database. Jane works with a large clientele including single participants and large multi-employer conglomerates.

She has over 10 years of experience in the industry and specializes primarily with Defined Benefit Plans as well as Profit Sharing, New –Comparability Plans and 401(k) Plans.

Jane received her degree in Business Administration from Kennesaw State University and is a member of American Society of Pension Professionals and Actuaries (ASPPA), Atlanta Benefits Council (ABC) and the Relius Southern Users Group (RSUG).

Contact Information:
Direct Dial: 404-898-7476
Email: jane.jackson@hawcpa.com
Fax: 404-602-4655

Insurance products and programs offered through HA&W Risk Management, LLC. Securities offered through Securities America, Inc. Member NASD/SIPC. Shane Austin, Nick Bhandari, Lisa Schiffer, Chris Wynne, Registered Representatives. Advisory services offered through HA&W Wealth Management, LLC. HA&W Wealth Management LLC and TEGRA Financial Partners are not affiliated with Securities America, Inc.