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Speaker, author, teacher, consultant: I teach/consult to financial, tax, and legal professionals about the tax laws that govern IRAs and employer plans

Denise Appleby Appointed to Retirement Benefits Committee Editorial Advisory Board of Trust & Estates Magazine.

The distinguished peer-review journal and website for wealth management professionals, Trust & Estates, has appointed Denise Appleby, individual retirement account (IRA) and employer sponsored retirement plans expert, author, and CEO of Appleby Retirement Consulting Inc., to the Retirement Benefits Committee Editorial Advisory Board of Trust & Estates magazine.

Trust & Estates is the leading information source for estate planning professionals and advisors to high-net-worth clients. They provide approximately 174,000 advisors with unbiased monthly insights on trends, regulatory concerns, practice management and investment advice designed to help them build and grow successful practices.

Ms. Appleby brings to the Board years of invaluable experience and expertise in retirement planning.  Her experience spans roles that include retirement plans product manager, training manager, compliance consultant, speaker and writer. She served as Vice President of Retirement Plans Products and Services at Pershing, LLC before creating her own company, Appleby Retirement Consulting Inc. which provides retirement plans consulting to financial, tax, and legal professionals.

An accomplished retirement plans trainer, author, freelance writer and editor- Ms. Appleby is heavily relied upon by the industry.  Her expertise on how to prevent paying avoidable taxes and penalties on distributions from retirement plans, how to avoid mistakes and how to correct mistakes when made, has resulted in substantial savings and long-term security to investors. Her contribution to the retirement planning industry is also recognized in her training of thousands of professionals through their various organizations, for which she consistently receives above average ratings.

Her extensive knowledge and insight are well respected within the industry. Emanating from her unique ability to simplify complex material into easy-to-understand language, is the demand for Ms. Appleby as a speaker on the rules and regulations that govern IRAs and qualified plans. Her past audiences include companies such as Surgent Professional Education, Southern California Tax and Estate Planning Forum, The National Association of Government Defined Contribution Administrators, Inc. (NAGDCA), Ed Slot & Company, LLC, Missouri Bankers Association, and Edward Jones All Star Tax Series.  A frequent guest presenter on intricate retirement planning matters, she has appeared on CNBC’s “Business News”, Fox Business Network, and numerous radio shows, as well as being quoted in the Wall Street Journal, Investor's Business Daily, CBS Marketwatch's Retirement Weekly, The Street and other financial publications.


Ms. Appleby holds a Masters of Jurisprudence (M.J.) in Employee Benefits from The John Marshall Law School and a B.A. in Sociology from Rutgers State University.  She holds the following professional designations: The Accredited Pension Administrator (APA); the Certified IRA Services Professional (CISP); the Chartered Retirement Plans Specialist (CRPS); Certified Retirement Services Professional (CRSP); and the Certified Retirement Counselor (CRC). Ms. Appleby has written over 500 articles on the rules and regulations that govern IRAs and employer-sponsored retirement plans, and has co-authored several books on retirement accounts, including The Roth IRA Answer Book, published by Wolters Kluwer. Her consumer free website is just one demonstration of her philanthropy.

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253 Silvertop Drive
Grayson, GA 30017

Telephone: 973-313-9877

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