Catherine (Cathy) Bourassa Email & Phone Number

I joined the Retirement Learning Center in 2010 as a Senior ERISA Consultant and have more than 24 years of experience in the retirement industry. In 1999 I started my career at Universal Pensions, Inc. (UPI) as a Compliance Specialist in the compliance testing department, preparing compliance testing and Form 5500 services for employer-sponsored plans. I quickly moved into a Senior Compliance Specialist position in the department overseeing the training of new staff, the preparation of compliance testing, Form 5500 and employer calculations as well as Client Service Consultant answering questions on testing and 5500s. In 2005, I became an ERISA Consultant preparing document reviews and responding to ERISA technical questions. I led educational training classes for the company and assisted clients with plan qualification issues and corrective calculations. As an ERISA consultant at Ascensus (formerly called UPI and BISYS), I helped plan sponsors complete correction programs to bring their plans back into compliance with the IRS and DOL regulations. This included submitting plan corrections to the IRS under the Voluntary Correction Program (VCP) and preparing submissions to the DOL under the Voluntary Fiduciary Correction Program (VFCP). I maintain a Qualified 401(k) Administrator (QKA) designation from the American Society of Pension Professionals and Actuaries (ASPPA).

Listed skills include Erisa, Retirement Planning, Consulting, Training, and 3 others.

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  Asppa

  Asppa Qualified 401(K) Administrator (Qka)