Jill, a consultant and shareholder, has been with Dunbar, Bender & Zapf, Inc. since 1999 and was offered an ownership share in 2012. With over 25 years of experience in the retirement plan industry, Jill specializes in all aspects of marketing, new business plan implementation, plan conversion and plan consulting.
Prior to becoming a retirement plan professional, Jill attended the University of Pittsburgh majoring in Sociology. Beginning her career with defined benefit plan administration and later becoming an expert in defined contribution plans, Jill has acquired a varied and extensive background in all types of Qualified Plans working with both for-profit and non-profit organizations. She has also been exposed to both small and large plan markets, and understands the complexity inherent in both. Knowing the client and the client’s needs has also allowed Jill to become well versed in all types of retirement plans, qualified and non-qualified.
Jill’s education and experience have allowed her to effectively transition from a career in plan administration to a successful consulting, sales and marketing role at DBZ. Sitting on the advisory boards for several investment platforms, Jill works in conjunction with financial advisors and investment platforms to find the very best solutions for current and future clients.
Jill has been an active member of the American Society of Pension Professionals and Actuaries (ASPPA) for over fifteen years, attaining both the Qualified Pension Administrator (QPA) and Certified Pension Consultant (CPC) designations and is a member of the Business Managers and Owners Council (BMOC). Jill is currently on the TPA Advisory Board of several recordkeeping platforms, including Nationwide and Lincoln Financial, providing input on their products and operations. Jill is also the Sponsorship Chair of the ASPPA Benefits Council of Western PA.
Jill is an avid supporter of many local community and charitable organizations including the Greater Pittsburgh Community Food Bank, and you can find her most weekends cheering on her many nephews in various sports throughout the year. Jill enjoys traveling and spending as much time as possible laughing with friends and family.