Heather Sinclair-Smelley, <span class="title">QPA, QKC, QKA</span>

Heather Sinclair-Smelley, QPA, QKC, QKAShe | HerEmployee Benefits Consultant

P 312.670.7444 | F 312.670.8301

Heather Sinclair-Smelley is an Employee Benefits Consultant and a member of the firm’s Employee Benefit Group. She has experience helping clients with the oversight, management, planning, and compliance of employee benefit plans and activities. Additionally, she regularly consults with plan sponsors regarding plan amendment requests and translates request instructions to amendment processors. Heather is an expert in understanding ERISA compliance department processes, procedures, and standards: as well as quality control review for nondiscrimination testing. She is also adept at filing IRS Forms such as the 5500 returns.

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ORBA will gladly provide you with hard copies of the useful guides listed below. Select which guides you would like to receive and submit the form below.

  • Tax Pocket Guide
  • Tax Planning Guide
  • Records Retention Schedule
  • Auto, Travel & Business Log

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