Firm Leadership / Mark Quigley
Mark Quigley
CPA, CLU, ChFC, QPA, QKA®
Manager
Retirement Plan Services
Chambersburg, PA
717.263.3910
Mark has more than 30 years of experience in all aspects of tax-qualified plans, including design, plan documents, compliance, sales, marketing, and administration. As a Manager in the firm’s Retirement Plan Services Department, his responsibilities include qualified retirement plan design, plan documents and amendments, plan consulting, and assisting with management of the department.
Prior to joining the firm, Mark worked with retirement plan, tax law consulting, CPA, and actuarial firms in New Jersey, Iowa, Minnesota, and the Philadelphia area.
Quick Facts
Professional Memberships
- American Institute of CPAs - Member
- Pennsylvania Institute of CPAs - Member
- American Society of Pension Professionals and Actuaries - Member
- National Tax-Deferred Savings Association - Member
- American Retirement Association - Member
Writing Engagements
- Finalized IRS Hardship Distribution Regulations (January 2020)
Certifications
- Certified Public Accountant – Pennsylvania
- Chartered Life Underwriter (CLU)
- Chartered Financial Consultant (ChFC)
- Qualified Plan Administrator (QPA)
- Qualified 401(k) Administrator™ (QKA)
Education
- B.S. Mathematics – Michigan State University
Work Highlights
- Year joined SEK: 2015
My Service Specialties
- Third Party Administration - Retirement Plans