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Jacquelyn Morrow Email & Phone Number

Plan Service Representative at SetAway, LLC Retirement Plan Design, Administration & Consulting
Location: Pennsburg, Pennsylvania, United States 7 work roles 1 school
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✓ Verified May 2026 3 data sources Profile completeness 86%

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Current company
SetAway, LLC Retirement Plan Design, Administration & Consulting
Role
Plan Service Representative
Location
Pennsburg, Pennsylvania, United States
Company size
9 employees

Who is Jacquelyn Morrow? Overview

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Quick answer

Jacquelyn Morrow is listed as Plan Service Representative at SetAway, LLC Retirement Plan Design, Administration & Consulting, a company with 9 employees, based in Pennsburg, Pennsylvania, United States. AeroLeads shows a matched LinkedIn profile for Jacquelyn Morrow.

Jacquelyn Morrow previously worked as Total Administration at Benetrends Financial and Corporate Reporting Analyst at Benetrends Financial. Jacquelyn Morrow holds Diploma, General Studies from Souderton Area High School.

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Email format at SetAway, LLC Retirement Plan Design, Administration & Consulting

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SetAway, LLC Retirement Plan Design, Administration & Consulting

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Profile bio

About Jacquelyn Morrow

With over a decade at Benetrends Financial, my expertise in financial reporting and compliance has been honed through meticulous management of Forms 5500, fair market value calculations, and diligent record-keeping. Our team ensures the timely delivery of accurate quarterly statements to clients, and I pride myself on contributing to this critical function.Leveraging Adobe Illustrator for detailed account management, I've become a cornerstone in the administration of employer stock plans. My mission resonates with ensuring client satisfaction and fostering a culture of growth and learning within my sphere of influence at Benetrends Financial.

Current workplace

Jacquelyn Morrow's current company

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SetAway, LLC Retirement Plan Design, Administration & Consulting
Setaway, Llc Retirement Plan Design, Administration & Consulting
Plan Service Representative
bedford, new hampshire, united states
Website
setawayllc.com
Employees
9
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7 roles

Jacquelyn Morrow work experience

A career timeline built from the work history available for this profile.

Total Administration

Benetrends Financial

North Wales, Pennsylvania, United States

Dec 2018 - Aug 2024

Corporate Reporting Analyst

Benetrends Financial
  • Preparation of Forms 5500 and related schedules
  • Calculations of employer stock Fair Market Value
  • Processing of plans on ASC Pension Systems:
  • Record-keeping, including producing and mailing quarterly statements to clients
  • Inputting/updating of Plan specifications
  • Inputting/updating of census data
Jan 2014 - Aug 2024

Retirement Services Consultant

Ascensus

Dresher, Pennsylvania

Apr 2017 - May 2017

Administrative Assistant

Benetrends, Inc.

North Wales, Pennsylvania

Dec 2012 - Jan 2014

Administrative Assistant

Berk Wiper Converting And Packaging, Llc

"Berk Wiper Converting and the Berk family have been in the business of converting disposable wiping cloths for over 35 years. Located in Lansdale Pennsylvania, in a 248,000 square foot building, we run 16 production lines 24 hours a day. Starting from humble beginnings in the garage of our childhood home, we built a business that today, is one of the.

Dec 2011 - Dec 2012
Team & coworkers

Colleagues at SetAway, LLC Retirement Plan Design, Administration & Consulting

Other employees you can reach at setawayllc.com. View company contacts for 9 employees →

CB Christina Bapties, Apa Christina Bapties, Apa Colleague at Setaway, Llc Retirement Plan Design, Administration & ConsultingGreenville, Rhode Island, United States, United States View → KS Kimberly St. Pierre, Apa Kimberly St. Pierre, Apa Colleague at Setaway, Llc Retirement Plan Design, Administration & ConsultingBedford, New Hampshire, United States, United States View → TK Trish Kondur Trish Kondur Colleague at Setaway, Llc Retirement Plan Design, Administration & ConsultingCommerce City, Colorado, United States, United States View → NK Noreen Kelton Noreen Kelton Colleague at Setaway, Llc Retirement Plan Design, Administration & ConsultingLondonderry, New Hampshire, United States, United States View → JG Jacqueline Gallipo Jacqueline Gallipo Colleague at Setaway, Llc Retirement Plan Design, Administration & ConsultingDallas-Fort Worth Metroplex, United States View → JB Jacquelyn Burke Jacquelyn Burke Colleague at Setaway, Llc Retirement Plan Design, Administration & ConsultingAttleboro, Massachusetts, United States, United States View → BG Bethany Gordon Bethany Gordon Colleague at Setaway, Llc Retirement Plan Design, Administration & ConsultingGreater Boston, United States View → JW J. Wayne Braun, Erpa, Cpc J. Wayne Braun, Erpa, Cpc Colleague at Setaway, Llc Retirement Plan Design, Administration & ConsultingGreater Burlington Area, United States View → JP Jinal Patel Jinal Patel Colleague at Setaway, Llc Retirement Plan Design, Administration & ConsultingUnited States, United States View →
1 education record

Jacquelyn Morrow education

  • Souderton Area High School
    Souderton Area High School
    General Studies
FAQ

Frequently asked questions about Jacquelyn Morrow

Quick answers generated from the profile data available on this page.

What company does Jacquelyn Morrow work for?

Jacquelyn Morrow works for SetAway, LLC Retirement Plan Design, Administration & Consulting.

What is Jacquelyn Morrow's role at SetAway, LLC Retirement Plan Design, Administration & Consulting?

Jacquelyn Morrow is listed as Plan Service Representative at SetAway, LLC Retirement Plan Design, Administration & Consulting.

Where is Jacquelyn Morrow based?

Jacquelyn Morrow is based in Pennsburg, Pennsylvania, United States while working with SetAway, LLC Retirement Plan Design, Administration & Consulting.

What companies has Jacquelyn Morrow worked for?

Jacquelyn Morrow has worked for Setaway, Llc Retirement Plan Design, Administration & Consulting, Benetrends Financial, Ascensus, Benetrends, Inc., and Berk Wiper Converting And Packaging, Llc.

Who are Jacquelyn Morrow's colleagues at SetAway, LLC Retirement Plan Design, Administration & Consulting?

Jacquelyn Morrow's colleagues at SetAway, LLC Retirement Plan Design, Administration & Consulting include Christina Bapties, Apa, Kimberly St. Pierre, Apa, Trish Kondur, Noreen Kelton, and Jacqueline Gallipo.

How can I contact Jacquelyn Morrow?

You can use AeroLeads to view verified contact signals for Jacquelyn Morrow at SetAway, LLC Retirement Plan Design, Administration & Consulting, including work email, phone, and LinkedIn data when available.

What schools did Jacquelyn Morrow attend?

Jacquelyn Morrow holds Diploma, General Studies from Souderton Area High School.

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