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Loretta K Shepard

Senior Manager

Phone: 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.

Education

B.S., Accounting, Kansas State University

Professional Designations

  • Qualified Pension Administrator

Professional Memberships

  • America Society of Pension Professoinals & Actuaries

Associated Offices

Kansas City - MHM Retirement Plan Solutions 700 West 47th Street
Suite 1100
Kansas CityMO  64112
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