Terry earned her Bachelor’s degree from Ohio State University and has been in the pension field for over 20 years. In 2012, she joined CBS and is a Senior Pension Administrator in our Defined Contribution Department.

Terry’s Designations include:

• Enrolled Retirement Plan Agent (ERPA)
• Qualified Pension Administrator (QPA)
• Qualified 401(k) Administrator (QKA)

Terry is based in our Ohio office. Email link to Terry.