Jean M. Dailey
CPA, CPC, QPA, QKA®, QPFC, TGPC, CPFA™, ERPA, QKC
Manager of Retirement Plans and ERISA Consulting
Jean M. Dailey is a CPA who has spent her career assisting plan sponsors with their qualified retirement plans to ensure ERISA compliance.
As the Manager of Retirement Plans and ERISA Consulting, Jean is responsible for retirement plan design, compliance, and fiduciary consulting. She has over 25 years’ experience in the pension and employee benefits field, including plan allocations and record-keeping, supervision of plan audits, retirement plan documentation and design, plan implementation and plan terminations.
Before joining Enhanced Retirement Solutions Jean spent 18 years with EPIC Advisors, Inc., a national retirement plan record-keeper and third-party administrator, in a variety of senior level management roles, including oversight of plan documents, plan design services, and technical ERISA training of staff.
Prior to EPIC, Jean spent time in Chase Bank's trust tax department and subsequently managed the balance forward accounting business for a Rochester‐based CPA firm.
Jean holds a Bachelor of Science in Accounting from the Rochester Institute of Technology. She is a member of the New York State Society of Certified Public Accountants, the American Institute of Certified Public Accountants, and the American Society of Pension Professionals and Actuaries.
Jean is a strong supporter of the Golisano Children’s Hospital. She lives in Greece, New York.
