Kathleen A. Daly, QPA

Kathleen A. Daly, QPA

Senior Plan Administrator

Phone: 610-251-0670
Fax: 610-640-0989
E-mail:


Professional Focus

• With over 25 years experience in qualified retirement plan administration, Kathy concentrates on the complicated contribution calculations and nondiscrimination testing required under the Internal Revenue Code. 
• Dedicated to ensuring high quality service, Kathy works directly with plan sponsors to resolve problems and maintain the compliance of each qualified plan.
• Kathy also mentors newer members of our retirement plan team on the rules and regulations surrounding qualified plans.


Professional Organizations/Credentials

• American Society of Pension Professional and Actuaries (ASPPA), Member
• Chester County Chamber of Business and Industry, Member
• Qualified Pension Administrator (QPA)