Jan MansheimJan Mansheim, QPA

Jan graduated Summa Cum Laude with a Bachelor of Science in Mathematics. She has worked in the pension field since 1988.

Her specialties and areas of interest include small plan defined benefit, small plan defined contribution, cross-tested plans, sole proprietorship plans, and developing and maintaining internal forms and systems.

Jan’s most significant contributions to IAI are her experience, problem solving skills, and creation and maintenance of templates and manuals.

Outside of work, she enjoys spending time with her family (becoming a grandparent), boating and fishing, camping, reading, and puzzles.

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