Jim Koney

QPA | Manager, Retirement Plan Services


For over 30 years, Jim has served W3 Global Accounting clients through retirement plan administration and plan design, document preparation, government compliance and reporting, education, participant reporting, distribution and loan processing as well as individual returns. He is a Qualified Pension Administrator (QPA), a member of the American Society for Pension Professionals and Actuaries (ASPPA), and the ASPPA Benefits Council of Cleveland. Jim graduated from Miami University with a BA in Business/Qualified Pension Administrator (QPA).