Renee Siegel

Pension Administrator

Phone: 631-435-2700 x 122
Fax: 631-435-2939
E-mail:

Renee Siegel has 7 years of experience in pension administration and prior to that, 7 years experience working with documents and IRS submissions as a paralegal in a law firm.  She has her paralegal certification from Long Island University with a specialty in Employee Benefits and a Bachelor Degree in Education from SUNY New Paltz.  Renee is experienced in many aspects of plan administration including; reconciling and maintaining account balances, ensuring that our defined contribution plans pass various discrimination tests and preparing annual tax forms.  She is constantly in contact with our clients and their accountants which enhances a strong relationship.