Our Team

Jacqueline M. Carmichael, ERPA, QPA, APA
President & CEO
jackie@jmpension.com

Jackie has over thirty years of experience offering consulting and administrative services to sponsors of qualified and non-qualified retirement plans. She has been appointed as Independent Fiduciary by courts or bankruptcy Trustees to over 100 troubled or orphaned retirement plans. Jackie also conducts continuing education classes for professional advisors on qualified and non-qualified retirement plans, including audit procedures and current tax law.
Jackie has a bachelor’s degree in business administration from George Washington University. She is a member in good standing with the American Society of Pension Professionals and Actuaries (ASPPA), where she earned the designation of Qualified Plan Administrator (QPA) and 401k Plan Administrator (QKA). She is also a member of the National Institute of Pension Administrators (NIPA), with whom she holds the designations of Accredited Pension Administrator (APA) and Accredited Pension Representative (APR). Additionally, Jackie holds the designation of Enrolled Retirement Plan Agent (ERPA) with the Internal Revenue Service.  As an ERPA, she is enrolled to represent taxpayers before IRS regarding various retirement plan related matters.

Kandace Klecan
Project Coordinator
kandace@jmpension.com

 

Coming to JM Pension with over 15 years experience in office management, Kandace supports with client and participant communications and administration, accounting, scheduling, and the organization and management of various projects.

 

Rejena Carmichael
Digital Marketing & PR Consultant
rejena@jmpension.com

Holding a masters degree in digital brand communication, Rejena manages JM Pension’s website, monthly newsletter, LinkedIn presence, and digital marketing initiatives. She also supports with speaking engagement and event opportunities.

 

Bert DeFeo
Intern

 
 
 
 

Extremely detail oriented and passionate about his work, Bert assists with JM Pension administrative tasks including print and mail preparation, inventory, and office organization.