Jodi Simon Erpa, Qpa
About Jodi Simon Erpa, Qpa
Jodi Simon Erpa is a seasoned compliance professional currently serving as Manager of Compliance Testing at Transamerica. With over a decade of experience in the financial sector, she has a proven track record in managing complex compliance tasks and enhancing client relationships.
Work at Transamerica
Jodi Simon Erpa currently holds multiple roles at Transamerica, including Manager of Compliance Testing and Lead Retirement Compliance Consultant. She has been with the company since 2018 and has accumulated six years of experience in the Cedar Rapids, Iowa area. In her role as Manager of Compliance Testing, which she has held since 2019, she oversees compliance processes and ensures adherence to regulatory standards. Her responsibilities include managing large multi-process tasks and meeting various deadlines set by governmental and organizational entities.
Experience at Prudential Financial
Prior to her tenure at Transamerica, Jodi Simon Erpa worked at Prudential Financial as a Business Analyst from 2009 to 2012. During her three years in this role, she gained valuable experience in the financial services sector. Her work involved analyzing business processes and contributing to compliance-related initiatives, which laid the foundation for her later roles in compliance and retirement consulting.
Education and Expertise
Jodi Simon Erpa possesses expertise in various compliance testing areas, including ADP/ACP Nondiscrimination Testing, §415(c) Annual Additions, and §401(a)(4) General Testing. She is skilled in plan document review and interpretation, annual employer contribution calculations, and preparation of Form 5500. This expertise supports her ability to manage compliance effectively within her roles at Transamerica.
Achievements in Compliance Management
Jodi Simon Erpa is recognized for her successful track record in compliance management, particularly for retaining $300 million in assets by establishing credibility with clients deemed 'at risk.' Her ability to think outside the box and drive results through proactive communication has contributed to her effectiveness in managing compliance tasks and exceeding deadlines.