Qpa Katie Yeung Qka

Katie Yeung, QPA, QKA, is an accomplished Retirement Plan Compliance Analyst II at EGPS since March 2022, bringing over 13 years of experience in the retirement plan industry. Previously, Katie served as a Senior Retirement Plan Administrator at Allied Consultants, Inc., managing a portfolio of 180 defined contribution plans and ensuring compliance through testing, administration, and asset reconciliations. Key responsibilities included preparing and filing IRS tax forms, conducting year-end data preparations, collaborating with various stakeholders, and supporting IRS audits and DOL investigations. Katie holds a Bachelor’s Degree in Accounting from California State Polytechnic University-Pomona, completed between 2005 and 2007.