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Marie Shebuski

Marie Shebuski

Marie Shebuski | MBA, ERPA, QPA, QKA | Principal

Lansing, MI | 517.316.2400 | Email | Linkedin
Service Areas | Retirement plan consulting, plan participant education and communication, plan design and implementation, plan administration, plan transitions, plan termination

Marie develops creative strategies that help clients work toward success, integrating retirement plan objectives with overall business goals. She works with a cross-functional Rehmann team to proactively guide each client, leveraging plan design, administration and investment resources.

Experience

Marie began her financial services career in 1988 and has supported a wide spectrum of individuals and businesses. She has extensive knowledge of retirement plans from plan design, set-up and conversion, to annual administration and the plan termination process. Marie has built strong relationships with her clients by being proactive in providing strategies to assist her clients in meeting their goals.

Marie is an IRS Enrolled Retirement Plan Agent (ERPA), a Qualified Pension Administrator (QPA) and a registered Qualified 401(k) Plan Administrator (QKA).

  • As Rehmann’s sole ERPA, Marie is qualified to represent clients before the IRS with respect to IRS Forms 5300 and 5500 series.
  • Marie stays ahead of the latest industry and technical standards by earning over 44 continuing professional education credits annually to maintain her designations.

Meet The Rehmann Team

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