Theresa M. Carpenter currently serves as a Benefit Assistant for Ekon Benefits being hired in March 2009. Being a Benefit Assistant allows her to work on many different plan types and with many different clients.
Theresa comes to Ekon Benefits with degrees in Mathematics and Philosophy from the University of Missouri and a Masters of Science in Actuarial Science from Maryville University where she received Dean’s List Honors.
Theresa’s knowledge of plan language has allowed her to become an integral part of the plan document writing team.
Theresa has passed the Society of Actuaries Financial Math examination and is currently seeking her Qualified 401(k) Administrator credential through the American Society of Pension Professionals & Actuaries.