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LEADERSHIP GREATER ROCHESTER
03-Jan-2012
Article written by Gina Chase: Leadership Greater Rochester strives to build a broad-based netw..
CROSKEY LANNI, PC CONTINUES TO SUPPORT LOCAL COMMUNITY
08-Dec-2011
Through a combination of programs, Croskey Lanni, PC raised over $1,700 in donations direct..
CROSKEY LANNI, P.C. ANNOUNCES RETIREMENT OF ROBERT A. WESTBURY, CPA
22-Jun-2011
Bob Westbury is a hardworking, dedicated and trustworthy individual who focuses on client service. A..
CROSKEY, LANNI & COMPANY JOINS THE BDO SEIDMAN ALLIANCE
24-Aug-2010
FOR IMMEDIATE RELEASE ..
Gina Chase
Operations Manager-Barclay Planning Group
GINA M. CHASE, QKA is the Operations Manager of Barclay Planning Group at Croskey, Lanni and Company. Gina has been employed with the firm since August 2000. Her primary responsibilities include setting up and administering 401(k) plans for clients. In addition, Gina completes annual discrimination testing, preparation of employee benefit tax returns, and client customer services on a daily basis. She is also an integral part of the technology committee at Croskey, Lanni and Company.
Gina was born and raised in the greater Detroit area. After high school graduation, Gina began working with Croskey, Lanni and Company as a part of the administration team before developing a specialty in Employee Benefits.
Gina recently passed the ASPPA DC-1 and DC-2 courses to obtain certification of a Qualified 401(k) Administrator and attentively maintains her continuing education courses. Gina is also a member of ASPPA, The American Society of Pension Professionals & Actuaries.
Gina plans to continue her education and knowledge of 401(k) plans. She also looks forward to expanding the Barclay Planning Group. Gina can be reached at (248) 659-5300 ext. 215 or gchase@croskeylanni.com.
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GINA M. CHASE, QKA is the Operations Manager of Barclay Planning Group at Croskey, Lanni and Company. Gina has been employed with the firm since August 2000. Her primary responsibilities include setting up and administering 401(k) plans for clients. In addition, Gina completes annual discrimination testing, preparation of employee benefit tax returns, and client customer services on a daily basis. She is also an integral part of the technology committee at Croskey, Lanni and Company.
Gina was born and raised in the greater Detroit area. After high school graduation, Gina began working with Croskey, Lanni and Company as a part of the administration team before developing a specialty in Employee Benefits.
Gina recently passed the ASPPA DC-1 and DC-2 courses to obtain certification of a Qualified 401(k) Administrator and attentively maintains her continuing education courses. Gina is also a member of ASPPA, The American Society of Pension Professionals & Actuaries.
Gina plans to continue her education and knowledge of 401(k) plans. She also looks forward to expanding the Barclay Planning Group. Gina can be reached at (248) 659-5300 ext. 215 or gchase@croskeylanni.com.
Go Back