Jessica Curtin, QKA, CPFA, TGPC, Retirement, FSA, and HSA Compliance Analyst
Jessica joined the Compliance Risk organization of Paychex in October 2016 as a Retirement, FSA, and HSA Compliance Analyst. In this role, she is responsible for regulatory compliance of the Paychex retirement and Section 125 products, government and industry group relations, and business partner consulting.
Before joining Paychex, Jessica was an Account Manager at EPIC Advisors, a Rochester, NY-based 401(k) provider with a niche in the banking industry. Prior to this role, she worked as an Enroller and also a Client Service Specialist at EPIC.
Jessica received her BS in Finance from Rochester Institute of Technology, and also holds the ASPPA designations of Qualified 401(k) Administrator (QKA), Certified Plan Fiduciary Advisor (CPFA), and Tax Exempt and Governmental Plan Consultant (TGPC).
WORX Content from this Author
The IRS has released updated annual contribution limits for health savings accounts for 2018. However, the proposed American Health Care Act includes provisions to increase those limits significantly, as well as provide additional benefits to HSA account holders.
The signing of the Setting Every Community Up for Retirement Enhancement (SECURE) Act by President Trump is the most significant retirement savings reform legislation in nearly 15 years. It will benefit employers who can take advantage of tax credits for establishing a retirement plan and employees, who will get help in saving for a dignified retirement.
Yet another change for HSAs: the IRS has now restored the originally communicated limit for HSA contributions for individuals with family coverage. Make sure you know the latest details about this development, and accurately communicate this to employees who use this benefit.
New York is now the tenth state to establish its own state-based retirement plan. The New York State Secure Choice Savings Program was included in the state's fiscal 2019 budget, which was passed in early April. This article explains more.
The past few weeks have been extremely volatile for the DOL's fiduciary rule. Get the latest details on fiduciary regulations and what this could mean for the financial industry.
The House Financial Services Committee approved the Financial CHOICE Act on May 4. While this legislation could mean more opportunity for small businesses, it would also relinquish some consumer protections. Get more details about this bill and what it could mean for your business.