Theresa Ursoy

As a third-party administrator, Theresa has handled a wide variety of tasks since joining Modern Wealth in March 2024. She became a part of the team via Modern Wealth Business’s acquisition of Enhanced Retirement Solutions and has 20 years of experience in banking management and vendor risk management.

Theresa reviews distributions and loan requests in a timely manner, ensuring they align with the plan document and that the vesting is correct. She also annually sends notices to all plans of potential RMDs and monitors them for completion. Additionally, she identifies plans with potential involuntary force-outs for review and processing. She is also involved with special projects.

Theresa has three adult sons who bring her a great deal of joy and laughter. She enjoys spending time hiking, cooking, dancing, fishing (especially bass fishing on hot summer nights), and cheering on the Buffalo Bills. Go Bills!