Jodie Dailey is a 30-year veteran of the insurance and pension administration industries, specializing in retirement plan administration, consulting and recordkeeping, quality control and business development. She joined CBC Retirement Partners (CBC), formerly Columbia Benefits Consultants, in 1986 and currently serves as Senior Vice President. Jodie oversees the day-to-day operations at CBC and the administrative and recordkeeping services provided to CBC’s corporate retirement and cafeteria plan clients. She is also responsible for coordination of retirement plan proposals, marketing, consulting and administration management of all of CBC’s qualified retirement plans, including new comparability, defined benefit, and 401(k) profit sharing plans. Jodie is insurance licensed. She has received the Chartered Retirement Plans Specialist (CRPS) designation from the College for Financial Planning, Qualified Pension Administrator (QPA) status from the American Society of Pension Professionals and Actuaries (ASPPA) and has achieved appointment by the IRS as an Enrolled Retirement Plan Agent (ERPA). Jodie is a member of ASPPA (American Society of Pension Professionals and Actuaries) and has been involved in the ASPPA Women Business Leaders Forum, NIPA (National Institute of Pension Administrators) and National Associates Actuaries & Consultants, Inc. (NAACI).
Jodie resides with her husband, Mike, in Carroll County, Maryland. She volunteers her time for ASPPA, Gilchrist Hospice Center’s Annual Taste and Auction of Howard County, and is actively involved in her local community.