Currently

CEO

Education

Rutgers University

Company Info

Appleby Retirement Consulting, Inc.

Summary

  • CEO of Appleby Retirement Consulting Inc., a firm that provides IRA tools and resources for financial, tax, and legal professionals
  • Provided training, including CE approved courses, to thousands of financial advisors, CPAs, attorneys, and other financial/tax/legal professionals on the rules and regulations that govern IRAs, SEP IRAs, SIMPLE IRAs, and employer-sponsored qualified plans
  • Co-authored several books on retirement accounts, including Roth IRA Answer Book, published by Aspen Publishers; Adviser's Guide to Retirement Plans for Small Businesses, published by AICPA; and Quick Reference to IRAs, published by Aspen Publishers

Experience

Denise Appleby has over 17 years of experience in the retirement plans field. That includes training and technical consultation for financial professionals. She is the creator and CEO of www.retirementdictionary.com, which is a free consumer website containing a wealth of information about retirement accounts rules and regulations. Denise has appeared on CNBC's “Business News,” Fox Business Network, and numerous radio shows. Her insights on retirement accounts have been quoted in the Wall Street Journal, Investor's Business Daily, CBS Marketwatch's Retirement Weekly, and other financial publications.

She has written over 500 articles on the rules and regulations that govern IRAs and employer-sponsored retirement plans. Also, she has co-authored books on retirement accounts.

Education

Denise received her Bachelor's degree from Rutgers University.

Her professional designations include: Accredited Pension Administrator (APA), Certified IRA Services Professional (CISP), Chartered Retirement Plans Specialist (CRPS), Certified Retirement Services Professional (CRSP), Certified Retirement Counselor (CRC) 

Quote from Denise Appleby

"My goal is to empower advisors with the education and tools they need, to help protect consumers' retirement savings account from the erosion that can be caused from making compliance mistakes. I enjoy doing so and take immense pleasure in the numerous success stories that result from my work."