Director of Pension Services
An accomplished professional working in the client service and sales/marketing industry for over thirteen years, Heidi joined Carolyn Lloyd/Cohen LLC/ Preferred Pensions LLC in 1996. As the Director of Pension Services, her major responsibilities include third party administration for a range of retirement plans, including profit sharing, 401(k), defined benefit, and safe harbor plans. She is the primary liaison between our actuarial department, investment providers, plan sponsors/trustees and participants. Ensures that all retirement plan related procedures, applications and filings are SEC and DOL compliant. Heidi prepared for a business career at the Century Institute in Hackensack, NJ. Residing in Allamuchy, NJ with her husband, son and dog, she enjoys walking, hiking, participating in local charitable events and decorating her home for Halloween and Christmas.