Home / Professionals / Lance E. Drummond, QPA, QKA

Lance E. Drummond

QPA, QKA

Lance Drummond is responsible for the design, implementation, compliance, and administration of all types of qualified retirement plans. Lance is committed to providing clients with solutions to the retirement plan related problems they have experienced with other providers. Lance joined the firm in January, 2005 after working four years with a local third party administrative firm in Dayton, Ohio.

Lance serves as the primary contact for each of his clients, and handles the day-to-day operation of their retirement plans. He is dedicated to exceeding his clients’ expectations. Lance has an excellent working knowledge of ERISA, as well as IRS and DOL regulations including plan audits and voluntary correction programs. He also serves as a firm financial audit resource.

Certifications & Licensure

Qualified Pension Administrator Qualified 401(k) Administrator

Professional Affiliations

American Financial Planning Association American Society of Pension Professionals and Actuaries

Community Activities

Education

BS, Financial Management, The Ohio State University

Industry & Service Specialization

Articles

From Lance E

Article

5 Min Read

Bonus Grants: A Creative Way to Retain and Reward Key Employees

Article

10 Min Read

Spending bill extends tax breaks, adds retirement account provisions

Featured Articles

Article

2 Min Read

Support your nonprofit’s financial plans with board designations

Article

2 Min Read

NFP Experts Discuss: How Should Our Nonprofit Handle Cryptocurrency Donations?

Article

2 Min Read

Tighten up billing and collections to mitigate economic uncertainties

Article

2 Min Read

Time to Increase Your Internal Audit Awareness

Article

2 Min Read

Companies continue to negotiate remote work options

Article

2 Min Read

No parking: Unused compensation reductions can’t go to health FSA

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