Managing Partner, ERPA, CPC
Heidi is a Managing Partner for Prime Pensions, Inc.
Heidi has over 20 years of experience as a Retirement Plan Consultant, providing design, implementation, administration, plan governance, fiduciary oversight, audit representation, and personalized consulting services to businesses sponsoring defined contribution plans.
She has a deeply technical background, with extensive experience working with complex plan designs, applying unique compliance testing strategies, as well as identifying and resolving challenging compliance issues, earning a reputation for high-touch service and technical expertise.
Heidi enjoys building relationships with her clients as well as developing and supporting an exceptionally talented team. Heidi is a graduate of Oregon State University and resides in the Pacific Northwest with her husband and son.