Tali serves as Regional Vice President of Sales & Consulting and Internal Sales Partner Manager at Blue Ridge Associates, bringing more than 20 years of experience in retirement plan administration, compliance, and design. Since beginning her career in 2003, she has developed deep expertise across all facets of retirement plans and remains committed to continually expanding her knowledge of the benefits and retirement industry. She earned her Qualified 401(k) Administrator (QKA) designation through ASPPA in 2009 and her Tax-Exempt & Governmental Plan Consultant (TGPC) certificate in 2010.
Throughout her career, Tali has developed a particular expertise in working with construction and prevailing wage contractors. Her earlier experience as a bookkeeper and office manager for contractors gave her valuable insight into certified payroll, government contracts, and the unique benefit obligations faced by prevailing wage contractors. While she brings specialized knowledge to the construction industry, Tali works comfortably with clients across a wide range of industries and is passionate about helping them navigate the complexities of retirement plan administration and compliance.
