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About Appleby Retirement Consulting

Appleby Retirement Consulting is owned and operated by Denise Appleby.

With over ten years experience in the IRA and defined contribution plans fields, Denise held several senior retirement plans related positions with Pershing LLC, which includes Vice President of  Retirement Plans Products and Services, Retirement Plans Manager, Trainer , Training Manager, Compliance Consultant, Technical Help Desk Manager and Writer.

Denise’s wealth of knowledge in retirement plans lead to her making appearances on CNBC’s Business News and being quoted in the Wall Street Journal, Investor’s Business Daily, CBS Marketwatch’s Retirement Weekly and other financial publications, where she gave insights on retirement planning. Her expertise and knack of explaining complex retirement plans rules and regulation, so that they are easily understood, created a demand for her to speak at various conferences and seminars around the country.

Denise has extensive experience with training the staff and financial advisors of many broker-dealer on retirement plans related topics.

With her experience, interests and qualifications dedicated to retirement plans, Denise has written over two hundred articles for many newsletters, including the Pershing LLCs SixtySomething, Pershing LLC’s “The Pershing Press”, Ed Slott’s IRA Advisor and www.Investopedia.com

Denise is also an editor, providing technical editing services for books, newsletters , articles and other material on retirement plans and retirement planning.  Books edited by Denise includes Quick Reference to IRAs by Gary lesser and Don Levy-2003; SIMPLE, SEP and SARSEP Answer Book  by Gary Lesser and Susan Diehl Ninth Edition, "Parlay Your IRA Into a Family Fortune" (Viking; 2005) by Ed Slott.

 

While with Pershing, Denise served as a member and firm representative of the Security Industry Association’s (SIA) Retirement and Savings Committee and has spoken at their Savings & Retirement Symposium , which is attended by financial services professionals from a variety of fields, including marketing , sales, legal, operations, and strategic planning.

Denise received several recognition awards for outstanding job-related performances, including Pershing’s Leadership Awards for significant contribution to the development of system rules engine and policies & procedures for changes effected by new tax laws and the Outstanding Representative Award from New York Metropolitan Society of Consumer Affairs Professionals

 

Denise, a Rutgers State University graduate, holds the following professional certifications:

  • Accredited Pension Administrator (APA), National Institute of Pension Administrators, Chicago IL
  • Certified IRA Services Professional (CISP), Institute Of Certified Bankers, Washington DC
  • Chartered Retirement Plans Specialist (CRPS), College of Financial Planning; Denver CO
  • Certified Retirement Counselor (CRC), International Foundation for Retirement Education (InFRE)
  • Certified Retirement Services Professional (CRSP), Institute Of Certified Bankers, Washington DC