She is experienced in plan compliance issues, reviewing plan operations, streamlining processes and procedures, identifying issues and then helping clients through the various correction programs.
Ms. Schultz assists clients in finding the best administration partners to efficiently operate their plans and to leverage external expertise to give her clients more time to focus on strategy. She is frequently engaged to represent clients in front of the Department of Labor and Internal Revenue Service regarding retirement plan compliance issues.
Prior to joining A&M, Ms. Schultz was a co-founder and managing partner of Compensation & Benefit Solutions, a leading provider of compensation and benefit services based out of Denver. Previously, Ms. Schultz was a senior manager in the Compensation and Benefits practice at KPMG.
Ms. Schultz earned a bachelor's degree in economics, with an emphasis in accounting, from Rutgers University and her master’s degree, with a concentration in taxation, from Colorado State University. Ms. Schultz is a Certified Public Accountant and a member of the Colorado Society of CPAs, the American Institute of Certified Public Accountants, and the Western Pension & Benefits Conference.
Ms. Schultz is also a member of the Pacific Coast Tax Exempt and Government Entities Advisory Committee which provides advice and public input to the IRS Tax Exempt and Government Entities Division'. She has been recognized by the Colorado Society of CPAs as a recipient of the “CPAs Making a Difference” award as well as receiving a national award for volunteerism at KPMG.