Linda provides clients retirement plan design solutions, including new comparability plans. She provides consulting and administrative support, as well as accounting, compliance and government reporting services. She has a vast amount of experience assisting clients in the design and implementation of retirement plans. She performs accounting services for retirement plans and maintains the plans to comply with complex government regulations.

Before joining Heinold-Banwart in 1999 as a pension plans account manager, Linda worked for 30 years for a large local bank. It was there that she began her specialization in pension plan administration and accounting in 1980. She has completed specialized courses in pension plans and has acquired the designation of Qualified 401K Administrator (QKA) from the American Society of Pension Professionals and Actuaries (ASPPA).

Linda and her husband, Chet, live in Canton. Linda enjoys spending time with her grandchildren.

"I like what I do and enjoy the people. What more can you ask for in a job? The trust and respect shown by and between staff and shareholders is the reflection of a heritage that HB can be very proud of."

Send me an email: Click Here