Denise Appleby

MJ, CISP, CRC, CRPS, CRSP, APA
Denise Appleby

Denise Appleby, MJ, CISP, CRC, CRPS, CRSP, APA, is an author, consultant, trainer, and speaker on the tax laws and operations compliance that govern IRAs and employer sponsored retirement plans. She is the owner of Appleby Retirement Plans Consulting, located on the Internet at Appleby Consult Inc. and is creator and CEO of The Retirement Dictionary. Ms. 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 has written over 500 articles for many financial newsletters including Investopedia, Pershing LLC’s “Sixty Something,” “The Pershing Press,” “Ed Slott’s IRA Advisor,” and “Marketwatch,” The WSJ Digital Network, and as a contributor at www.Forbes.com.. She is also co-author of the Roth IRA Answer Book, and the SIMPLE, SEP, and SARSEP Answer Book published by Wolters Kluwer.

Ms. Appleby is a frequent speaker at seminars, where she explains how to prevent mistakes that are often made with transactions for IRAs and employer plans, and how to fix such mistakes where possible.

Ms. Appleby has appeared on CNBC’s “Business News,” where she gave insights on saving and planning for retirement. She received a Masters of Jurisprudence (M.J.) in Employee Benefits from The John Marshall Law School and a B.A. in Sociology from Rutgers State University. 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 Education (InFRE).

Presentations by Denise Appleby