Mary Willett, CRA®, CRC® – Public Sector Defined Contribution and Defined Benefit Plan Expert

Mary Willett, CRA®, CRC® – Public Sector Defined Contribution and Defined Benefit Plan Expert

Mary Willett, CRA®, CRC®, Willett Consulting, Public Sector DC and DB Plan Expert, is a benefit plan consultant in Oregon, Wisconsin with more than twenty years experience in the field of public employee retirement benefits.

Mary is an independent consultant who trains public sector employers, financial services companies and other consultants regarding supplemental retirement programs what they need to know and do about Section 457 Deferred Compensation Plans for governmental employers. She is a frequent speaker at conferences for organizations such as NAGDCA, IFEBP, InFRE, GFOA, Plan Sponsor and others.

Mary was the Project Manager for InFRE’s Retirement Readiness Project, which, with the Federal Office of Personnel Management, culminated in the creation of tools and education to help Federal employees evaluate their own personal level of retirement readiness.

Mary was Director, Supplemental Retirement Plans for the State of Wisconsin Department of Employee Trust Funds from 1986 – 2002, administrating the supplemental retirement plans under Section 457 and 403(b). This is a state agency responsible for Wisconsin state and local government employee retirement and other benefits. She was responsible for monitoring compliance with, and communicating changes to, federal laws and regulations pertaining to the qualified and supplemental retirement plans.

Most Requested Presentations:

  • Fundamentals of Public Sector Retirement Plans for Plan Admininstrators
  • Fundamentals of Investing for Public Plan Admininstrators
  • Fundamentals of Operations for Public Plan Administrators
  • Fundamentals of Compliance and Ethics for Public Plan Administrators
  • Ethics for Certified Retirement Counselors® (CRC(®))

Have Mary Willett speak at your event!

Mary Willett is an experienced speaker and keynote presenter on topics pertaining to retirement.

Please contact us today via email or phone 847-686-0440 x102 if you would like to have Mary present at your conference or appear at one of your events, or to receive a free voucher to view a sample of one of our speaker’s work.

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