Teresa M. Ines, QPA,
Director of Pension Services
Terry Ines has worked in the benefits consulting and administrative services field since 1980. She has a paralegal degree and an employee benefits certification from the Lawyers Assistant Program of Adelphi University. Terry is also a Qualified Pension Administrator and a member of the American Society of Pension Professionals & Actuaries. Her considerable experience ranges from sophisticated qualified plan design to plan implementation, employee communication, plan administration, and plan termination. Terry also has a strong background and successful track record in representing plan sponsors before the IRS on qualified plan audits and dealing with the IRS on complex pension and tax issues. She has also had considerable experience with the IRS Employee Plans Compliance Resolution System (“EPCRS”) in analyzing plan qualification and operational failures and assisting clients in the “self correction” program as well as filing applications under the Voluntary Correction Program (“VCP”). Terry is married and is the mother of two sons.
