Tali’s Pension related career began in 2003 when she began working in Compliance and Third-Party Administration. Tali has spent her career honing her expertise in and knowledge of all facets of retirement plan administration, compliance, and design. She obtained her American Society of Pension Professional & Actuaries (ASPPA) accredited Qualified 401(k) Administration (QKA) designation in 2009 and her Tax-Exempt & Governmental Plan Consultant (TGPC) certificate in 2010. Education never stops with Tali as she continues to maintain and expand her knowledge in all things Benefit and Retirement related.
Early in Tali’s career she gravitated to working closely with her Construction related clients and knew she wanted to help those clients working in the public works (prevailing wage) arena meet their bona fide benefit plan obligations. Tali’s background as a Bookkeeper and Office Manager for Contractors gave her knowledge and familiarity with certified payroll, government contracts , and helped her form a unique understanding of the prevailing wage contractor. Although Tali has extensive expertise with contractors, there is no industry she isn’t familiar and comfortable in working with.