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Joni has over 15 years of experience in the retirement plan industry and is currently the Director of Consulting Services for Pension Financial Services, Inc. She has been with PFS for the last 12 years and has focused primarily on the compliance administration of defined contribution plans. She provides consulting, administration and design services to clients in the takeover and implementation phase at PFS. In addition, a significant portion of her time is devoted to the ongoing administration and consulting services to clients who maintain Employee Stock Ownership Plans and clients who need assistance with special services, such as EPCRS. Joni is currently President of the ASPPA Benefits Counsel of Atlanta, the Atlanta ABC Liaison, and Chair of the Webcast Subcommittee for ASPPA’s Government Affairs Committee. She has been a member of ASPPA since 1999.
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