Bio

Specialties: Kathleen Jackson has over 28 years of experience providing financial expertise on all aspects of Employee Benefit Plans, Labor Unions and Not-for-Profit Organizations. Her experience with Employee Benefit Plans includes single and multi employer plans, defined benefit plans, defined contribution plans and health and welfare plans. Experience with Labor Unions (LM-2 and Form 990); Experience with Form 5500 for employee benefit plans. She also has experience with tax filings.