Mary-Beth Smith, QKA

Mary-Beth Smith, QKA has been working in the retirement plan industry since 1992. Mary-Beth began their career at Walker Associates, Inc as a Plan Associate. Mary-Beth then moved to First New England Benefits as a Plan Analyst in 1995. In 1997, they joined Benefit Strategies, LLC as a Senior Retirement Plan Analyst/Team Leader. Mary-Beth was responsible for the administration of 65+ qualified Defined Contribution Retirement plans, preparing non-discrimination tests & contribution calculations, reconciling trust assets, preparing Form 5500 and applicable schedules, Form 5330, Form 1099-R, Form 945, preparing audit materials for large plan filers, and providing plan design consulting. In 2010, Mary-Beth Smith, QKA moved to TD Wealth as a Senior Retirement Plan Compliance Specialist. In 2012, they joined Actuarial Systems Corporation (ASC) as a Director of Sales and Sales Consultant. In 2015, they returned to ASC as the Director of Sales.

Mary-Beth Smith obtained a Bachelor of Science in Public Administration and Public Relations from the University of Maine between 1987 and 1991. In 2021, they obtained their Qualified 401(k) Administrator (QKA) certification from the American Society of Pension Professionals and Actuaries. In 2022, they obtained their Sales Foundations certification from LinkedIn.