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Shannon Childress, ERPA, CPC, QPA, QKADirector

Shannon is a director in the Retirement Plan Administration Department of Saltmarsh, Cleaveland and Gund. She has over 25 years of experience working with clients to design and administer retirement plans. She works closely with clients to identify plan features to maximize benefits. Prior to joining Saltmarsh, she served as President of a regional firm where she managed 200 active plans.

Shannon is an Enrolled Retirement Plan Agent (ERPA), as designated by the IRS. She is also a Certified Pension Consultants (CPC), Qualified Pension Administrator (QPA) and a Qualified 401(k) Administrator (QKA), credentials which are awarded by the American Society of Pension Professionals & Actuaries (ASPPA), the premier national organization for retirement plan professionals. This organization is dedicated to the preservation of the private pension system and education of benefits practitioners.

Education

  • B.S. Marketing - University of South Florida

Certifications

  • Enrolled Retirement Plan Agent (ERPA)
  • Certified Pension Consultant (CPC)
  • Qualified Pension Consultant (QPA)
  • Qualified 401(k) Consultants (QKA)

Professional Affiliations

  • American Society of Pension Professional & Actuaries (ASPPA)
  • Tampa Bay Pension Council

Areas of Practice

Contact Us

FORT WALTON BEACH
(850) 243-6713

ORLANDO
(407) 203-8990

NASHVILLE
(615) 661-0885

PENSACOLA
(850) 435-8300

TAMPA
(813) 287-1111

info@saltmarshcpa.com
(800) 477-7458

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