When it comes to helping a client design and manage a successful retirement plan, he’s a true expert. We asked him about his industry perspective and experience working with Alliance.
Month: September 2021
The Value Alliance Brings: A Defined Benefit Client’s Perspective
Donna Rebeck, MBA, CPA, CAE, Vice President, Finance & Operations National Automatic Merchandising Association (NAMA) Offices in Chicago, ILDonna Rebeck is responsible for accounting functions, payroll and insurance, as well as the association’s pension and 401(k) related matters. We asked her about the association’s retirement plans and their experience working with Alliance Pension.A Little BackgroundNAMA was founded in 1936 and represents the interests of more than 1,100 member…