Many of our WiPN members are business owners and would welcome the opportunity to discuss how they may be able to meet your needs or those of your organization.
Be sure to mention you found them through WiPN!
If you are a WiPN member and a business owner, let us know so we can feature your firm here!
Mary Lou blends her experience personally leading companies and her credentialed coaching expertise to help leaders inspire and engage. She appreciates the inherent talents leaders bring to their roles and helps them discover and practice new styles, approaches and strategies. She encourages quantifying goals and considering personal circumstances, to maximize behaviors and successes on and off the job. She alternates input, between discovery through powerful questions and suggestions that have worked for her, to allow clients to find strategies that work best for them. Her proprietary tools include a leadership book she co-wrote and a “30 Days of Coaching” workbook. Coaching specialties: senior executives, company ownership, women in leadership roles, delegating, managing up (including boards) and negotiating.
Our clients are the best professional retirement plan advisors, TPAs, and industry partners in the business. They care deeply about saving America’s retirement future. We are proud to share their voices through industry writings, professionally-designed marketing materials (including websites), and expert content collateral. We lend support by promoting businesses through on-going awareness campaigns. We also offer Retirement Plan Marketing, content marketing specifically for retirement plan advisors. This is an easy-to-follow, consistent marketing program designed to get you noticed in your community and generate new retirement plan sales.
Owner and WiPN Member: Donna B. Cullinan, EA, MSPA
Services Provided: TPA Services including plan design and plan administration. Main focus is qualified plans for small closely held firms.
With over 40 years of experience in the retirement field, Cardinal Pension Group, Inc. is committed to working with you and your advisors (Attorney, Accountant, Financial Planner) to make sure that your retirement plan is doing all it can do for you and your employees. We have experts who offer plan support in Design, Installation, Compliance, IRS Submissions , Plan Terminations, 5500 Preparation (Tax Reporting), Participant Loans, Participant Terminations, Annual Review/Audit/Valuations, Pre- Approved Plan Documents.
Passionate about increasing the retirement readiness of business owners and their employees and brightening the opportunity for their financial future. Specializing in small to mid-sized plan administration matters, Linda works closely with plan sponsors to design retirement plans that meet their objectives and to administer them successfully and seamlessly. Employers sponsoring or wishing to sponsor a qualified retirement plan seek her expertise with creating greater tax-efficiency, promoting disciplined savings opportunities and offering a robust benefit to employees. We leave no stone unturned!
Owner and WiPN Member: Kelly Kuglitsch
Services Provided: Complex IRS and DOL qualified retirement plan corrections and audits, Nonqualified Deferred Compensation Compliance
As the retirement plan service industry has benefited from increasing participation by TPAs, CPAs, investment advisors and others, plan sponsors have many resources around them to handle day to day compliance matters. Sometimes, however, an issue arises that is less straightforward and calls for the assistance of specialized legal counsel and attorney-client privilege, when applicable. Employing over 17 years of experience practicing exclusively in the employee benefits, ERISA, and compensation arena, Kelly Kuglitsch supports qualified plan sponsors, fiduciaries, plan service providers, and their advisors when complex compliance issues must be untangled and resolved. Kelly is also a nationally-recognized speaker and author on nonqualified deferred compensation plan compliance.