Specializing in 401(k) Plans
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W & A has been serving clients since 1995.  Wendy Wallach, the firm's principal, has more than 20 years of experience dealing with all aspects of defined contribution programs including 401(k) plans, ESOPs, profit sharing plans, and other types of individual account plans.

Prior to founding Wallach & Associates, Wendy was a principal at Kwasha Lipton (presently owned by Xerox).  Our clients represent many different industries and types of workforces.

Wendy has been a speaker at numerous benefits conferences including those sponsored by the Profit Sharing Council of America, the Conference of Consulting Actuaries, and IOMA. Prior to joining Kwasha Lipton, Wendy received a B.A. from Cornell University.