ULTIMATE IRA GUIDE: A Compilation of IRA Guides for 2021īy: Denise Appleby, CISP, CRC, CRPS, CRSP, APA Adviser's Guide to Retirement Plans for Small Businesses She is a contributing author of the following books She has earned the following professional designations: The Accredited Pension Administrator (APA) from the National Institute of Pension Administrators the Certified IRA Services Professional (CISP) designation from the Institute of Certified Bankers the Chartered Retirement Plans Specialist (CRPS) designation from the College for Financial Planning Certified Retirement Services Professional (CRSP) designation from the Institute of Certified Bankers and the Certified Retirement Counselor (CRC) designation from the International Foundation for Retirement. in Sociology from Rutgers State University. She received a Masters of Jurisprudence (M.J.) in Employee Benefits from The John Marshall Law School and a B.A. Appleby has appeared on CNBC's “Business News,” Fox Business Network, and numerous radio shows, as well as being quoted in the Wall Street Journal, Investor's Business Daily, CBS Marketwatch's Retirement Weekly, and other financial publications, where she gave insights on the rules and regulations that govern retirement accounts. Appleby is a frequent speaker at seminars, where she explains the rules and regulations that govern IRAs and qualified plans-including how to prevent paying avoidable taxes and penalties on distributions from retirement plans. She has written over 500 articles for many financial newsletters, including, Pershing LLC's Sixty Something, The Pershing Press, Ed Slott's IRA Advisor and as a Contributor at. Appleby's retirement-plans-related experiences include working as a retirement plans product manager, training manager, compliance consultant, technical help desk manager, and writer. She is also a retirement plans trainer, freelance writer, editor, and owner of Appleby Retirement Plans Consulting, located on the Internet at and the consumer free Website. DOWNLOAD PDF COPY ABOUT THIS AUTHOR ULTIMATE IRA GUIDE: A Compilation of IRA Guides for 2021īy: Denise Appleby, CISP, CRC, CRPS, CRSP, APA About the Authorĭenise Appleby, MJ, CISP, CRC, CRPS, CRSP, APA, is a retirement plans consultant to financial, tax, and legal professionals.
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