Shayna Osborne is an expert retirement plan consultant with more than 35 years of experience. She is an Enrolled Retirement Plan Agent (ERPA), helping place her among the top tier of pension industry professionals, and is an Accredited Pension Administrator (APA) as well. Some might say that the industry is in her blood as both she and her brother are second generation retirement plan consultants!
Guided by a fervent belief in giving back to the industry and developing the next generation, Shayna is the incoming president for the National Institute of Pension Administrators, and is on both its board of directors and Education and Professional Development Committee.
As a business owner herself, Shayna truly understands the needs of her clients and believes that every employer is unique. She is passionate about how Osborne & Associates partners with their clients so that they can reach their retirement goals by utilizing the benefits of a qualified retirement plan.
Shayna prides herself in the ability to leverage her credentials, years of experience, and highly personal approach to customize her clients’ retirement plans. Their wide range of needs – from planning for a comfortable retirement to maximizing tax savings to crafting a retirement plan that attracts and retains employees – keeps her energized about the retirement plan industry.
Shayna’s ERPA accreditation, which is approved by the Internal Revenue Service, allows her to practice before the IRS regarding retirement plan issues. She specializes in defined benefit and defined contribution retirement accounts for small to large corporations including, but not limited to: Profit Sharing, Pension, 401(k), Cash Balance and Defined Benefit/Defined Contribution Combo Plans. Shayna is thankful she has a loyal client base who can attest to her practical, personal experience in finding targeted solutions that carry a high level of comfort and satisfaction.
Shayna and her husband enjoy their growing family of three adult children and their partners, as well as four grandchildren. When she is not working with clients, Shayna is enthusiastically spending time outdoors, cooking and wine tasting, and relishing time with friends and family.
"Success is not the key to happiness. Happiness is the key to success. If you love what you are doing, you will be successful." - Albert Schweitzer