Mitzi Nelson

Mitzi Nelson

Administration Manager
Mitzi joined Qualified Plan Consultants, LLC in August, 2004, after serving as a Senior Conversion Manager at ADP TotalSource in Miami, Florida. Her 30+ years of experience includes work in the following areas: Plan mergers, terminations and conversions, plan design consultation and legal compliance, discrimination testing for Defined Contribution plans, preparation of annual reporting and disclosure, and implementation of new employee benefit plans.

While at ADP TotalSource, Mitzi played a key role in consulting assignments for professional firms and other plans sponsors converting to the ADP TotalSource 401(k) Multiple Employer Plan. In addition, she helped clients in correcting plan violations, and provided technical support for in-house and outside sales teams.

Prior to joining ADP TotalSource, Mitzi was a Manager of the pension consulting team with MetLife, Inc. Her role emphasized the conversion of new clients coming into MetLife, Inc. and the underwriting process to determine client service level.

At QPC, Mitzi's role is working with our largest and most complex clients with ongoing plan administration. She also assists management with some of the ongoing training responsibilities. As of September, 2009, Mitzi obtained her Enrolled Retirement Plan Agent designation (ERPA), and so she is admitted to practice before the IRS. Mitzi can be reached at 515.867.2409 or Mitzi@401k-qpc.com