Hollie Brostek graduated Magna Cum Laude from CW Post in 1987 with a BS in Finance. She is a member of Delta Mu Delta (National Business Honor Society). Hollie currently holds an Enrolled Retirement Plan Agent (ERPA) designation with the IRS as well as a QPA designation through ASPPA. She is authorized to practice before the IRS and represent clients in all areas of retirement plan compliance. She is extremely proficient in all areas of retirement plan design, administration and IRS and DOL compliance.
Hollie Brostek began with WIA Consultants in 1989. Over that period, she has been instrumental in growing the Firm's business tenfold from 50 clients in 1989 to its current level of 500 plus. Over that time the staff has quadrupled. In 1999, she purchased the Firm from William I. Abelman (WIA). Her success is a direct result of a combination of proficient technical expertise coupled with very strong customer support to both the owners and plan participants. She has maintained the Firm's client base in its niche market of small businesses. Her theory is that WIA is a small business who understands the needs of small businesses. None of WIA clients or plan participants are just numbers.
Chief IRS Correspondent
Patricia has been with WIA for six years. Her previous positions at Fortune 500 Companies such as Morgan Stanley, Ernst & Young, LLP and Woolworth Corp. have provided her a wealth of experience dealing with high level clients.
Patricia heads up our document compliance efforts ensuring that all of our clients are operating with the most current document and amendments where applicable.
She handles the e-filing of all IRS 5500 filings ensuring that they are received timely. In addition, she is the primary correspondent with IRS on behalf of our clients when they receive notifications from the IRS.