Becca Smith, QPA, QKA
Great Falls, MT
- Employee Benefits
- American Society of Pension Professionals & Actuaries
- Qualified 401(k) Administrator – 2012
- Qualified Pension Administrator – 2016
- B.S. in Business Administration / Finance 2005
Becca Smith says there is always opportunity in life. With JCCS’ Employee Benefits team, Becca looks for opportunities to create benefits plans that work best for each client and that on-going administration of the plan complies with plan provisions and IRS regulations. In addition, she works with other service professionals across service lines to provide the best results for the client as a whole.
For example: A client company’s retirement plan was administered by an out-of-state administration firm. After reviewing the plan, Becca studied options, and then designed a plan that provided the owners with substantially larger retirement savings – and provided better opportunities for their employees. There were multiple plan designs available for this client; however, providing a plan design and investments that worked best were made possible due to JCCS’ multiple service line professionals meeting with the client and understanding the firm’s business structure and retirement plan needs.