Aldrich Retirement Solutions LP
Theresa Winkler has more than 30 years of experience in ERISA and retirement plan law. Her expertise includes document drafting, research, and compliance review for 401(k), as well as profit sharing, money purchase, and defined benefit plans including cash balance pension plans.
Prior to joining Aldrich in 2016, Theresa served as an ERISA/Employee Benefits Paralegal with an ERISA attorney. Her background includes assistance in drafting Volume Submitter documents and providing final qualified plan documents and participant communication materials to plan sponsor clients. Her duties as a Paralegal included hosting client audits conducted by the IRS and Department of Labor.
In addition to providing qualified plan document services for Aldrich, Theresa also serves as a Compliance Specialist. Her duties include researching corrective actions available to plan sponsors to fix qualification errors, completing and submitting applications under the IRS Employee Plans Compliance Resolution System, the Department of Labor’s Voluntary Compliance Program, and the Voluntary Fiduciary Correction Program.
Theresa earned her Bachelor’s degree in Paralegal Studies from the University of Mount Saint Joseph in Cincinnati, Ohio.