Defined Contribution Administrator

Location - Memphis, TN 

Education: University of Memphis, TN  - Master of Science in Accounting (1996)

University of Alabama - Bachelor of Science in Commerce and Business Administration (2002)

Contact: phavard [at] planadministration [dot] net or Download Vcard

Polly's Personal Mission Statement:

"To provide qualified retirement plan consulting to our clients and to ensure their retirement plans are compliant and effectively meeting their employee's needs."

Polly joined Plan Administration & Consulting, LLC in 2020 with almost 6 years of experience in the retirement industry. She offers vast experience in daily and annual administration, compliance testing, financial reporting, and consulting for defined contribution retirement plans. 

Her experience in the retirement plan industry include preparing plan documents and amendments, analyzing data to complete mandated testing which includes ADP / ACP, calculating profit sharing contributions, preparing government related forms, and processing loans and distributions to ensure withdrawals are in compliance within the Plan guidelines. 

Polly has exhibited a strong work ethic and is committed to providing the highest quality of service to her clients.