Amy Simon

Amy Simon serves as Defined Contribution Plan Administrator at Heller Pension Associates, where she prepares year-end compliance packages and Form 5500 filings and develops plan projections as needed. She works closely with clients, accountants, and financial advisors to help ensure defined contribution plans are administered accurately and on schedule. Amy has six years of experience as a Plan Administrator, which includes training new hires on administration systems and procedures.

Amy earned her Bachelor of Business Administration, with a major in Actuarial Science, from Temple University. She holds the Qualified 401(k) Administrator (QKA) designation through the American Society of Pension Professionals & Actuaries (ASPPA).

Outside of the office, Amy enjoys playing volleyball and spending time with friends from her church community. She and her husband, Greg, were married in May of last year.