Mary Alice Brown, ERPA, Consultant
Mary Alice Brown brings to Heartland over 25 years of retirement plan experience from the private sector and consulting firm environment. Her duties at Heartland include design projections, new plan implementations, conversions, and government forms preparation.
Mary Alice holds a Bachelor’s Degree in Business Administration from the University of Missouri at Kansas City. She has attained the designations of Qualified Plan Administrator (QPA) and Qualified 401(k) Administrator (QKA) through the American Society of Pension Professionals and Actuaries. Mary Alice is enrolled to represent taxpayers before the Internal Revenue Service on retirement plan matters.
Teresa Glorioso, ERPA, Consultant
Teresa Glorioso has over 20 years of experience in all areas of qualified pension plan administration. Her duties at Heartland include plan administration, quality control, government forms preparation, and compliance testing.
Teresa has supplemented her on-the-job-training with courses through the American Society of Pension Professionals & Actuaries (ASPPA) and pension-related seminars. She is an Enrolled Retirement Plan Agent, admitted to practice before the Internal Revenue Service on retirement plan matters.
Angela LaRocca, Consultant
Angela LaRocca began her retirement plans career in 1990 as a record-keeper with a large regional bank. Most recently, she served as a compliance consultant in the mutual fund industry. She earned her Bachelor of Science degree in Business from Benedictine College.
Angela’s duties at Heartland include plan administration, compliance, and government forms preparation.
Leann Saffell, Consultant
Leann Saffell’s responsibilities at Heartland range over a wide area of client services, including plan administration, compliance testing, and data management. Leann’s professional career includes extensive administration, accounting, data management and client servicing; with over 10 years dedicated specifically to qualified retirement plan administration.
Leann earned her Bachelor of Science degree at the University of Missouri-Columbia.
Amy Tilley, ERPA, Consultant
Amy Tilley has over 10 years of progressive experience servicing clients in banking, CPA, and administrative firm environments. At Heartland, she is responsible for full plan administration, compliance testing, and government forms preparation.
Amy is a graduate of Baker University, earning a Bachelor of Science in Management. She is an Enrolled Retirement Plan Agent, admitted to practice before the Internal Revenue Service on retirement plan matters.
Hope White, Consultant
Hope White has over 15 years of progressive experience in the 401(k) and pension field, serving in management positions in the mutual funds and banking industries, as well as in a small business environment.
Hope’s duties at Heartland include participant allocations, government reporting, and plan consulting. She serves as Heartland’s primary consultant for our owner-only 401(k) plan clients.
Jennifer Womack Jones, ERPA, Consultant
Jennifer Womack Jones brings to Heartland a strong background in retirement plan accounting and supervision. Her experience spans the banking, legal, and mutual fund sectors. Jennifer’s responsibilities at Heartland include quality review, plan allocations, and document submissions to the Internal Revenue Service.
Jennifer holds a Bachelor’s degree in accounting from Washburn University. She has supplemented her education with courses toward the Certified Employee Benefit Specialist designation. Jennifer is enrolled to represent taxpayers before the Internal Revenue Service.