Agatha Schmidt
ERISA Analyst
Agatha is an ERISA Analyst at Ascensus. Agatha provides her expertise in IRA, Coverdell education savings accounts, health savings accounts, and employer-sponsored retirement plan topics through our 800 Consulting service and by conducting webinars and workshops nationwide. She is involved in technical document reviews, compliance reviews, and updates to our educational materials. Agatha holds the CISP, SDIP, and CHSP designations.