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Employee Details

C Johnson

Charlene S.  Johnson, CPC
Retirement Services Officer
585-419-0670 x50690
CJohnson@CNBank.com

About

Charlene S. Johnson has over 26 years in the financial services industry. Charlene joined Canandaigua National Bank & Trust in 2010, as a Retirement Services Officer. Charlene is responsible for all aspects of retirement plans including consulting, plan documents, compliance, 5500’s and has a strong  background in ERISA law.

Prior to joining CNB, Charlene served as an Account Manager for First Niagara Benefits Consulting. Her previous experience includes over 10 years at EPIC Advisors, Inc, a nationally recognized, full service recordkeeping firm headquartered in Rochester, N.Y., serving in various capacities. Charlene began her career at Rochester Community Savings Bank and worked her way up to Assistant Branch Manager.

Education

Monroe Community College, A.A.S., Business Administration
Roberts Wesleyan College, B.S., Organizational Management

Professional

Department of the Treasury- Internal Revenue Service 
    Enrolled Retirement Plan Agent (ERPA)

American Society of Pension Professionals and Actuaries (ASPPA) 
    Certified Pension Consultant (CPC) 
    Qualified Pension Administrator (QPA) 
    Qualified 401(k) Administrator (QKA) 
    Qualified Plan Financial Consultant (QPFC) 
    Tax-Exempt & Governmental Plan Consultant (TGPC) 

Articles

401(k) Plan Enrollment - Making It Automatic
A Checklist for Plan Sponsors
A Checklist for Your Retirement Plan in 2013
Are You A Plan Fiduciary?
Build 401(k) Plan Participation by Adding Profit Sharing
Business Owners: Don't Neglect Your Own Retirement Plan
Control Your Financial Destiny with a 401(k) Plan
Do You Give Your 401(k) Plan an Annual Physical?
Focus on Safe Harbor 401(k) Plans
Measuring Your Retirement Plan’s Success
Reviewing Your 401(k) Plan Design
Save Taxes By Having a Self-Employed Retirement Plan
Self-employed? You Can Have a Retirement Plan
What to Look for in Your 401(k) Service Provider

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