Judy Simons's Email & Phone

Judy Simons, CPC, QPA, QKA is a Senior Consultant and Vice President at TRI-AD and oversees regulatory compliance functions. She has many years of experience designing, administering and consulting for defined benefit pension plans and defined contribution plans including 401(k), profit sharing, money purchase, target benefit pension, stock bonus and employee stock ownership plans. Ms. Simons joined TRI-AD in 1983. As a member of the Senior Management Committee, Ms. Simons is also involved in new business development and strategic planning for the firm. Ms. Simons received her Bachelor of Science degree in Accounting from San Diego State University. She has obtained Certified Pension Consultant (CPC), Qualified Pension Administrator (QPA) and Qualified 401(k) Administrator (QKA) designations through the American Society of Pension Professionals and Actuaries. Ms. Simons participates in a number of industry organizations. She currently is a Past President of the San Diego Chapter of the Western Pension & Benefits Conference and a member of the American Society of Pension Professionals and Actuaries. She is a frequent speaker on retirement design and administration topics and has spoken for Lorman Education Seminars, Western Pension & Benefits Conference, American Society of Pension Professionals & Actuaries, PIHRA, and San Diego SHRM.