Loretta K Shepard

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Loretta Shepard

Senior Manager

 816-945-5670
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  • Overview

    Loretta Shepard is a Senior Manager at MHM Retirement Plan Solutions in Kansas City. She has extensive experience working with qualified pension plans including 401(k) and other defined contribution plans. She also works with 403(b) plans. Loretta's responsibilities include the design, administration and compliance of retirement plans, as well as preparation and review of IRS reporting forms. Additionally, she consults with clients regarding various plan qualification issues. She is a member of the American Society of Pension Professionals & Actuaries (ASPPA) and has received the QPA (Qualified Pension Administrator) designation from ASPPA. Loretta has worked in the industry since 1989 and joined the organization in 1996.

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