ENHANCED RETIREMENT SOLUTIONS - Key Persons
Job Titles:
- CPC, QPA, QKA®, QPFC, TGPC, CPFA™, ERPA, QKC
- Manager of Retirement Plans and ERISA Consulting
Jean M. Dailey is a CPA who has spent her career assisting plan sponsors with their qualified retirement plans to ensure ERISA compliance.
As the Manager of Retirement Plans and ERISA Consulting, Jean is responsible for retirement plan design, compliance, and fiduciary consulting. She has over 25 years' experience in the pension and employee benefits field, including plan allocations and record-keeping, supervision of plan audits, retirement plan documentation and design, plan implementation and plan terminations.
Before joining Enhanced Retirement Solutions Jean spent 18 years with EPIC Advisors, Inc., a national retirement plan record-keeper and third-party administrator, in a variety of senior level management roles, including oversight of plan documents, plan design services, and technical ERISA training of staff.
Prior to EPIC, Jean spent time in Chase Bank's trust tax department and subsequently managed the balance forward accounting business for a Rochester-based CPA firm.
Jean holds a Bachelor of Science in Accounting from the Rochester Institute of Technology. She is a member of the New York State Society of Certified Public Accountants, the American Institute of Certified Public Accountants, and the American Society of Pension Professionals and Actuaries.
Jean is a strong supporter of the Golisano Children's Hospital. She lives in Greece, New York.
Job Titles:
- Member of the Enhanced Retirement Solutions Team
- Retirement Plan Consultant
Leo is a Retirement Plan Consultant and Third Party Administrator who has spent his career assisting plan sponsors with the design, compliance and administration of their qualified retirement plans.
As a member of the Enhanced Retirement Solutions Team, Leo is responsible for retirement plan consulting, design, administrative requirements and compliance support.
During his 14 years in the industry, Leo has split his time between Third Party Administration and Recordkeeper services. Leo spent 8 years consulting clients in a Third Party Administrator capacity, before joining Paychex, Inc. in the retirement services division. While there, he held client relationship and various leadership roles and gained valuable insights into how recordkeepers operate.
Leo graduated with a Bachelor's degree in Business Administration from the Rochester Institute of Technology and is a member of the American Society of Pension Professionals and Actuaries (ASPPA) where he holds QPA, QKC and QKA®designations. He is also an Enrolled Retirement Plan Agent (ERPA) with the IRS.
Outside of the office, Leo enjoys spending time with his wife and 2 kids and can usually be found at the ice hockey rink, softball fields or golf course.
Job Titles:
- Retirement Plan Administration and Consulting
Michelle Cannan has spent the best part of her career proactively helping her plan sponsor clients maintain successful qualified retirement plans.
Michelle, as a member of Enhanced Retirement Solutions Consulting Team, delivers plan design consulting, administration, and compliance services to our valued clients. Michelle has over 17 years of experience in the pension field performing plan benchmarking, investment, and fiduciary reviews. She routinely guides clients through annual compliance requirements and plan audits. Some of her most rewarding experiences have been teaching employees about retirement planning, conducting retirement education presentations, and delivering one-on-one guidance.
Before joining Enhanced Retirement Solutions, Michelle was a client manager with The Kraematon Group, Inc., a retirement plan advisor located in Wellesley, MA. Prior to Kraematon, she was a relationship manager with Paychex, Inc.'s Retirement Services Department, and she held several leadership positions with a multinational banking and financial services corporation.
Michelle holds FINRA securities licenses Services 6 and 63 and holds her Certified Plan Fiduciary Advisor (CPFA™), Qualified 401(k) Administrator (QKA®), and Qualified 401(k) Consultant (QKC) designations. She received a Bachelor of Science from Clarkson University, Potsdam, NY.
Bob Judd has logged over 25 years of retirement plan service experience primarily in support of the bank and trust industry.