Brigette Lafferty

QPA, QKA
Manager
Zanesville, OH
Resident of Newark, OH
Rea Team Member Since 2017
  • I am responsible for plan administration, plan design, plan consulting, asset reconciliation and tax form reporting.

Topics or areas of expertise that Brigette can talk about (even in her sleep):

  • Creative Plan Design
  • Client Relationships
  • Plan Compliance
  • Tax Form 5500 & other retirement forms
  • Plan Asset Reconciliation

How we know she knows what she's doing:

  • She holds a bachelor's degree and a master's in business from Mount Vernon Nazarene University.
  • Brigette also earned an associate's degree in human services from Mount Vernon Nazarene University.
  • She has more than 10 years of experience in the accounting industry.
  • She previously worked for Blue Benefits Consulting & Pentegra Retirement Services.
  • She also has life, health, property & casualty licenses.

Furthering her professional development, Brigette is involved with:

  • American Society of Pension Professionals & Actuaries (ASPPA)

When she's not in the office, you can find her:

  • Watching sports with her family.
  • She loves to cook & bake.

How she's helped clients meet their business needs:

  • A client was nearing retirement, and wanted to put away more money. Brigette ran proposals for a 401(k)/Cash Balance combination that allowed the client to put away the money for a retirement they desired.
  • Another client was having issues passing testing. Discussed all options on how to solve issue and amended plan to become Safe Harbor for the following year.
  • A client had a 401(k) plan that gave a pro-rata contribution and they wanted to be able to put away more for owners. She looked at various allocation methods in order to choose the right plan design on-going.
  • Many times she recommends a retirement plan savings vehicle to help a client keep money in their own pocket and get a tax deduction at the same time.

Inside The Mind Of...

  • Why do you choose to work with Rea? It was the perfect fit with the corporate culture and co-workers.
  • What is your favorite aspect of your job? Consulting
  • Describe your work style. Detail oriented.

Just For Fun:

  • What did 10-year-old you want to be when you grew up? Attorney
  • What profession would you choose if you didn't go into accounting? Geneticist
  • What is the number one reason you would hire you? Attention to detail
I am a retirement plan consultant who is devoted to providing excellent service to my clients.