Jennifer P. Oliver, QKA
Manager - Retirement Plan Operations | 336.417.5501 | Contact
Jennifer Oliver is a manager specializing in 401(k) plan administration with over 25 years of experience in retirement plan compliance and consulting. As a Qualified 401(k) Administrator (QKA), Jennifer brings deep expertise in plan design, nondiscrimination testing, and regulatory requirements. At Gilliam Bell Moser, she is a specialist in plan conversions and new plan set-ups. She is also involved in daily communication with clients, processing payrolls, distributions, loans, and providing guidance to clients.
Jennifer works closely with clients, advisors, and service providers to ensure retirement plans are administered accurately and efficiently. She is known for her practical guidance, attention to detail, and commitment to delivering dependable client service. Jennifer joined the firm in 2001 and works in our Burlington office.
Education
- BS, cum laude – Meredith College
Affiliations
Community Involvement
- Leadership Alamance Class of 2010, Alumni
- Piedmont Triad Chapter of JDRF, Past GBM Fundraising Chair
- United Way of Alamance County Habitat for Humanity Blitz Build, Volunteer
- Western Alamance Athletic Booster Club, co-treasurer
- Hope Church, HopeKids volunteer
- Hope Church, Angel Tree Volunteer for Salvation Army
Personal Background
When Jennifer is away from the office she enjoys reading and spending time with her family.