At Anderson Business Advisors, I manage full-cycle plan administration and Form 5500 filings for a portfolio of 2,000+ pension plans. I drafted and reviewed retirement plan documents and audited prior documentation for 2026 plan restatements.
I also handle plan terminations, communicate with clients about plan matters, and conduct legal research for managing attorneys. At American Tax, I completed and filed federal and state powers of attorney; as a Legal Intake Intern at The Law Firm of Higbee & Associates, I supported litigation intake and case audits.
