Cassidy Buckner


Cassidy Buckner is a Client Services Associate in the Retirement Plan Consulting Group, supporting the delivery of comprehensive retirement plan programs to our clients.

She is a specialist whose focus is on identifying and advising our plan sponsor clients of the potential for plan program failures and process inefficiencies.

Cassidy delivers a complement of services to our valued retirement plan clients, including review of qualified retirement plan documents, compliance tests, Form 5500s, contribution calculations, and projections.

Before joining Beltz Ianni & Associates, Cassidy was a Risk Management Specialist at Paychex where she identified and helped mitigate financial risks posed by standard payroll processes. Prior to Paychex, Cassidy held the position of Paralegal at Segar & Sciortino.

Cassidy holds her CPFA™, QKA®, QKC designations.  She holds a Bachelor’s Degree in Mathematics from the State University of New York College at Geneseo.   

Cassidy lives in Honeoye Falls, New York and loves creative writing and “DIY” home projects.

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