Overview

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.

Proactive

Heather is an accomplished, goal-driven, and dependable business professional with proven success as an ERISA Compliance Consultant. She is a team player with excellent communication skills who works well under pressure to meet goals and deadlines while performing multiple tasks effectively. She provides solid customer service to ORBA clients, providing a high level of service and knowledge. Heather has a proven ability to multitask while completing assignments in a timely manner and in a fast-paced environment.

Outside of the Office

Heather loves to spend time outdoors with her family. She lives on the Gulf Coast so a few of her favorite activities are walking at the bird sanctuary in the Marsh to view all the wildlife and visiting the beach.

Certifications & Licenses

• Qualified 401(k) Administrator
• Qualified Pension Administrator
• Qualified 401(k) Consultant

Memberships & Affiliations

• American Retirement Association

Education

• B.S., Business Administration, University of South Alabama