Alexandra Walsh

Alexandra Walsh

Director, Client Compliance & Consulting @ Transamerica

About Alexandra Walsh

Alexandra Walsh serves as the Director of Client Compliance & Consulting at Transamerica, where she has worked since 2021. She holds a JD from Northeastern University School of Law and has extensive experience in retirement plan compliance and legal research.

Work at Transamerica

Alexandra Walsh currently serves as the Director of Client Compliance & Consulting at Transamerica, a position she has held since 2021. In this role, she is responsible for advising on the administration of various retirement plans, including Employee Stock Ownership Plans (ESOP), governmental plans, and multiple employer plans. Prior to her current role, she worked as ERISA Counsel 2 in the Retirement department at Transamerica from 2013 to 2021. Her extensive experience at Transamerica has equipped her with a deep understanding of compliance and consulting in the retirement sector.

Education and Expertise

Alexandra Walsh holds a Juris Doctor (JD) degree from Northeastern University School of Law, where she studied from 1998 to 2000. She also earned a Bachelor of Science (BS) degree in Criminal Justice/Police Science from Northeastern University, completing her studies from 1988 to 1993. Her educational background provides a strong foundation for her expertise in legal compliance and consulting, particularly in the context of employee benefits and retirement plans.

Background

Before joining Transamerica, Alexandra Walsh worked as a Benefit Advisor for the Employee Benefits Security Administration at the U.S. Department of Labor from 2001 to 2003. This role allowed her to gain valuable insights into federal regulations and compliance issues affecting employee benefits. Her experience at the Department of Labor has informed her approach to client compliance and consulting in her subsequent roles.

Achievements

In her current role, Alexandra Walsh drafts plan restatements, required and discretionary plan amendments, and IRS-required participant notices. She provides guidance on complex plan correction methods under the Employee Plans Compliance Resolution System Self-Correction Program and the Voluntary Compliance Program. Additionally, she conducts comprehensive legal research on key projects, including DOL e-delivery and updates to required minimum distributions, demonstrating her commitment to staying informed on regulatory changes.

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