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Ms. Dailey joined EPIC Advisors, Inc. in September 1996 as Manager of Traditional Plan Valuations. Currently, Ms. Dailey serves as the Senior Manager of EPIC’s Plan Services. She is overseeing plan document preparation, as well as all aspects of the balance forward plan administration. Ms. Dailey has over 18 years experience in the pension and employee benefits field. In her former position, she managed the qualified plan business for a Rochester based accounting firm. In addition to her extensive background in Plan allocations and participant recordkeeping, her experience includes the supervision of plan audits, retirement plan consultation and design, plan implementation and terminations. In addition to her Certified Public Accountant (CPA) and Qualified 401(k) Administrator (QKA) certifications, Ms. Dailey holds a B.S. in Accounting from the Rochester Institute of Technology. She is a member of the New York State Society of Certified Public Accountants, the American Institute of Certified Public Accountants and the American Society of Pension Professionals and Actuaries. She has also served as a volunteer and fund raiser for various charities including the Golisano Children’s Hospital at Strong and her local church. | 