Judy Thuenemann, Cpa, Qpa, Qka
About Judy Thuenemann, Cpa, Qpa, Qka
Judy Thuenemann is a Senior Installation Manager at Transamerica, specializing in customizing the installation experience for clients setting up 401(k) plans. With a background in accounting and finance, she has over 20 years of experience in the retirement plan industry, including roles at Fidelity Investments and Nationwide Financial.
Work at Transamerica
Judy Thuenemann has served as a Senior Installation Manager at Transamerica since 2012. In this role, she specializes in customizing the installation experience for clients setting up 401(k) plans. Her responsibilities include collaborating with advisors, third-party administrators, prior providers, and internal business partners to ensure successful installations. Thuenemann's extensive experience allows her to troubleshoot unexpected issues that may arise during the installation process, including website problems, accounting issues, compliance issues, and administration issues.
Previous Experience at Fidelity Investments
Before joining Transamerica, Judy Thuenemann worked at Fidelity Investments as a 401(k) Compliance Administrator from 2006 to 2012. During her six years in this position, she was based in Covington, Kentucky. Her role involved ensuring compliance with regulations and standards related to 401(k) plans, contributing to her expertise in the field.
Background and Education
Judy Thuenemann studied at Xavier University, where she earned a Bachelor of Science in Business Administration (BSBA) with a focus on Accounting and Finance. Additionally, she attended Texas A&M University, studying Entrepreneurship and Entrepreneurial Studies. Earlier in her education, she completed her studies at St. Ursula Academy, achieving a College Preparatory diploma.
Community Involvement
Since 2015, Judy Thuenemann has been actively volunteering at Shared Harvest Foodbank. Over the past nine years, she has contributed her time and skills to support the organization's mission. Her involvement in the community reflects her commitment to service and helping others.
Experience at Nationwide Financial
Prior to her tenure at Fidelity Investments, Judy Thuenemann worked as a Retirement Plan Consultant at Nationwide Financial from 2002 to 2006. In this role, she gained valuable experience in the retirement planning sector, further enhancing her knowledge and skills related to 401(k) plans.