Jaime Anday

Retirement Plan Consulting Practice Leader
P: 920-996-1110

Expertise

  • Retirement plan administration

Jaime has more than 15 years of benefit plan administration experience. As a consultant, Jaime listens to her clients’ wants and needs to effectively plan, design and draft retirement plan documents that will meet their expectations and goals. She is responsible for the generation of allocation reports, all required compliance testing, contribution calculations (including cross tested plan formulas), tax returns, projections, participant notices, and overall plan compliance as required by the IRS and DOL.

Jaime also supervises trading on the daily valuation platform and is responsible for the day-to-day operations of Schenck Retirement Plan Solutions.

Key accomplishments

  • Reviewed retirement plans for clients and made recommendations as to how they could enhance their plan to provide more benefits to the owner/management group without increasing benefit levels to the staff
  • Represented clients at IRS/DOL audit of retirement plans enabling our clients to concentrate on their own business
  • Organized new plan design and coordinated the plan mergers for a multi-corporation controlled group
  • Provided recommendations on the transition of implementing a 401(k) plan for clients purchasing additional businesses

Education

Viterbo University, BA, Accounting

Professional memberships

  • Fox River Area Pension Professional Society (FRAPPS), Treasurer

Community involvement

  • Kiwanis Club of Appleton, Inc., President

Contact Us

What our clients say

“It is nice to work with a regional accounting firm that is focused on companies our size. We are treated like an 'A' client. Our audit committee is impressed with Schenck’s candid feedback and the strategic direction they provide. The leaders on the job are consistent and take the time to understand our business and our goals.” - Bob Kamphuis, CEO, President, Chairman of the Board, Mayville Engineering Company, Inc.
“Schenck has provided invaluable service and advice to me, to Johnsonville Sausage, and to the entire Stayer family for the past 11 years. I have found the Schenck team to be extremely proactive in strategy and their client service is second to none. They are more than an accounting firm; they are true partners in our success.” - Ralph Stayer, CEO, Johnsonville Sausage, LLC
“Schenck has served as a key player in FEECO’s success over the years. Our business has grown and expanded to serve new markets, and Schenck has the depth of personnel to continue to meet our increasingly complex accounting and tax needs. I appreciate their timely and responsive service throughout the year.” - Dan Madigan, President, FEECO International