Leading the Way: Employer Strategies for State Retirement Compliance
Format
Learning Lab
Strand
School Operations
Understanding the complexities of state retirement reporting can be both challenging and risky—for employers and employees alike. Mistakes may jeopardize employee retirement benefits and be costly for employers. In this session, the presenters will explore key issues and updates shared over the past year by the California State Teachers’ Retirement System (CalSTRS) and the California Public Employees’ Retirement System (CalPERS).
Presented by
Joanne Fountain
CEO
Delta Managed Solutions, Inc.
Ms. Fountain, CEO of Delta Managed Solutions, Inc., is a former charter school Executive Director with 8 years of experience from a Montessori Charter School and previous educator with over 20 years of experience in California and Nevada. She provides the first-hand knowledge necessary to successfully bridge the gap between finance and education as she leads the DMS team to fully serve all clients.
Kari Wallace
Director of Payroll and Retirement Services
Delta Managed Solutions, Inc.
With over 25 years of experience in education and more than 16 years dedicated to delivering payroll and retirement services to charter schools, Kari Wallace brings a deep understanding of the unique operational needs within the educational sector. Throughout her career, Kari has built a reputation for providing stellar, client-focused service, ensuring compliance, accuracy, and peace of mind for school leaders. Whether managing complex payroll processes or navigating retirement plan intricacies, she combines industry knowledge with a commitment to excellence that clients trust and rely on.
Sponsored By
Format
Learning Lab
Strand
School Operations
