Jean M. Dailey
Jean is a CPA who has spent her career specializing in qualified retirement plans and their ERISA compliance. As Manager of Retirement Plans and ERISA Consulting, she is responsible for retirement plan consulting, design and compliance within the Business Services group.
She has over 25 years’ experience in the pension and employee benefits field, including plan allocations and recordkeeping, supervision of plan audits, retirement plan consulting and design, plan implementation and plan terminations.
Before joining Beltz Ianni & Associates, Jean spent 18 years with EPIC Advisors, Inc., a national retirement plan recordkeeping TPA, in a variety of senior level management roles. Most recently, she was Director of Consulting and Risk Management, providing management oversight and consulting services to the on-boarding of new clients. She also acted as EPIC’s in-house ERISA consultant with oversight of plan documents, plan design consulting services, and technical ERISA training of staff. As Risk Manager, Jean was responsible for analyzing EPIC’s policies, procedures and practices to minimize and eliminate unacceptable risks.
Prior to EPIC, Jean spent time in Chase Bank’s trust tax department and subsequently managed the balance forward account business for a Rochester-based CPA firm.
Jean holds a Bachelor of Science in Accounting from the Rochester Institute of Technology. She is a member of the New York State Society of Certified Public Accountants, the American Institute of Certified Public Accountants, and the American Retirement Association (formerly known as the American Society of Pension Professionals and Actuaries).
Jean is an active member of her church community, and she is a strong supporter of the Golisano Children’s Hospital, helping to raise thousands of dollars as a team organizer and fund raiser for the Hospital’s annual Stroll for Strong Kids Walk.« Back to Our Team