Teresa J. Leonard, ERPA, AIF®, QPA, QKA
Vice President, Retirement Plan Services
Teresa enjoys a challenge, from her days as pension administrator reconciling assets to the penny to today’s problem-solving for audit calls. Detail-oriented and determined, she feels accomplished finding tailored and effective solutions for her clients and her team.
Teresa is responsible for all aspects of Advus’ Retirement Plan Services Division, including overseeing the day-to-day operations of retirement plans, keeping current on regulations and legislation that could impact a plan, and working with consultants on their plan’s administration. The main contact and resource for clients, she helps them design and manage their plan more efficiently, address any document and platform issues, and answer any questions. By working with all parties, she can gain resolution quickly. With over 25 years of experience in designing, testing and administering qualified retirement plans, she often is able to identify issues before a client uncovers them.
An Employee Retirement Plan Agent, Teresa works with the IRS on behalf of clients in the event of an audit. She applies an IRS audit process the Advus retirement team designed that helps eliminate the anxiety plan sponsors feel when they receive an IRS letter.
Before joining Advus, Teresa served as director of administration for both Southeastern Pension Services and American Pension Benefits. She also was pension administrator/consultant with Lamoriello & Co., Inc.
A graduate of Northeastern University with a BS in criminal justice, Teresa is a member of the American Society of Pension Professionals & Actuaries (ASPPA) and the National Association of Plan Advisors (NAPA). In the financial industry for 30 years, she has earned the following designations: Employee Retirement Plan Agent (ERPA), Accredited Investment Fiduciary (AIF®), Qualified Pension Administrator (QPA) and Qualified 401(k) Administrator (QKA).
Teresa lives with her husband of 31 years, Chet, in Oviedo, Florida, and enjoys golf and refinishing furniture.