Teresa Leonard

last updated 5/18/2018

Teresa J. Leonard

Vice President Retirement Plan Services at LAMCO Advisory Services Inc

Location:
1525 International Parkway Suite 2071, Lake Mary, Florida, United States
HQ Phone:
(407) 585-1160

General Information

Experience

Vice President Retirement Plan Services - BSInprocon Engineering Consulting (Shanghai) Co., Ltd.

Recent News  

Our Leadership Team | LAMCO Financial Plan Advisors

Teresa J. Leonard, QPA, QKA, ERPA
Vice President, Retirement Plan Services

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Teresa J. Leonard, QPA, QKA, ERPA | LAMCO Financial Plan Advisors

LAMCO > About LAMCO > Our Leadership Team > Teresa J. Leonard, QPA, QKA, ERPA
Teresa J. Leonard, QPA, QKA, ERPA Vice President, Retirement Plan Services "People grow through experience if they meet life honestly and courageously. This is how character is built. - Eleanor Roosevelt As a proud Girl Scout for more than 10 years, Teresa learned the value of building a strong and honorable character. Girl Scouts is also where she discovered the importance of compassion, commitment to her community, and perseverance. Having long since traded in her merit badges for professional industry certifications, Teresa's passion for working through a problem until a solution is found has not faded. Armed with a deep knowledge of ERISA and more than 30 years of experience administering retirement plans, she serves as a fierce and dedicated advocate for our clients. She enjoys serving as a resource to our plan sponsor clients, helping them design and manage more efficient retirement plans. She continues her commitment to the retirement plan community through her long-time membership in the American Society of Pension Professionals and Actuaries (ASPPA), where she is widely regarded as a leader in our industry. Teresa's certifications include Qualified 401(k) Administrator (QKA), Qualified Pension Administrator (QPA), Enrolled Retirement Plan Agent (ERPA), and Accredited Investment Fiduciary (AIF®). Prior to joining LAMCO, Teresa was a Senior Pension Administrator at Southeastern Pension Services, Inc., where she designed and managed a variety of retirement plan types, including defined benefit, balance forward, daily valuation, 401(k), profit sharing, and 403(b) plans.

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Our Leadership Team | LAMCO Financial Plan Advisors

Teresa J. Leonard, QPA, QKA, ERPA
Vice President, Retirement Plan Services

Read More

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