Preferred Pension Planning

tara l. giella

TARA L. GIELLA
Plan Document Manager

Tara’s responsibilities include plan design and amendments, plan takeovers and terminations, and ensuring our client's documents are up to date with IRS law changes.  Tara has been with Preferred Pension Planning Corporation since 2002. She has attained the ASPPA designations of Qualified 401(k) Plan Administrator (QKA) and Qualified Pension Administrator (QPA).  Tara graduated cum laude from St. John's University with a BA in Psychology and a minor in Business.