Stacy S. Heistand, AIF, QPA, QKA, QPFC

Consultant

Stacy is a Consultant in our Harrisburg office with experience consulting on Defined Contribution and Defined Benefit retirement plans.

He began his career on the administration and recordkeeping side of the business as a retirement plans administrator with Merrill Lynch where he was responsible for the day-to-day servicing and annual compliance with multi-million dollar plans.

Stacy earned a B.S. in Finance from The Pennsylvania State University at Harrisburg. He is a member of the American Society of Pension Professionals and Actuaries through which he has attained the QPA-Qualified Pension Administrator, QKA-Qualified 401(k) Administrator, and QPFC- Qualified Plan Financial Consultant designations.

 

heistand@assetstrategyconsultants.com