Team
When you contact any of us, you'll be speaking to a real live human being ... imagine that?
Real service from experts in their field who can actually answer your questions and provide you with the service you deserve.
Tom has over forty years experience in Third Party Qualified Plan Administration, Strategic alliance development, marketing and client retention. This experience has created an organization whose goals are to provide individual design...
Tracie Shamp, Senior Administrator has been with the team since 1993 with over 25 years of experience in Section 125 Plans. Her expertise and dedication helped to create a positive climate for the growth of flexible spending plans,...
Richard Cromwick started working in the pension industry over 20 years ago. He has obtained many titles over the years including his QKA, QPA, APR, ERPA, M.A., which has given him extensive knowledge in designing the most comprehensive...
Amy Yapp is a Senior Retirement Administrator with over 10 years experience. She facilitates the annual administration of 401(k) and Profit Sharing plans and works with clients to achieve their benefit goals while maintaining plan...
Donielle Hall-Kasperek is a Senior Pension Administrator who has worked in the pension industry for over 20 years. She specializes in plan design/installation and annual administration of 401(k) and Profit Sharing Plans. By providing...
Lucita Bonnette Temple is a Senior Retirement Administrator who helps Trustees and Participants to ensure that they understand the daily, monthly, and/or annual processing of their company retirement plan and events that may arise...
Patricia Robles is a Senior Retirement Administrator with over 10 years experience. She facilitates the annual administration of 401(k) and Profit Sharing plans and works with clients to achieve their benefit goals while maintaining...
Doug Alvarez is a Senior Pension Administrator who has worked in the pension industry for over 15 years. He specializes in plan design/installation and annual administration of Defined Benefit and Cash Balance Plans. He earned a B.S....
Ruth Reyes is the Office Manager for the Las Vegas office. She is responsible for the day to day operation, including financial, staff and facilities management, and communication. She also an assistant to two senior administrators...
Marc Adrian Smith is an Administrative Assistant who helps in communications with our clients and data entry. Marc has 10+ years of experience helping clients with administrative needs that include directing their phone calls, data...
Mary Romero is an Administrative Assistant who helps in communications with our clients and data entry. Mary has 10+ years of experience helping clients with administrative needs that include data entry of plan related information as...
Laurel Weber is an Administrative Assistant who helps in communications with our clients and data entry. Laurel has 10+ years of experience helping clients with administrative needs that include directing their phone calls, data entry...
Suzanne Romero is a Flexible Spending Administrator with 7 years experience in assisting clients by providing administrative and compliance services for employer sponsored Section 125 Plans Suzanne holds a Bachelors Degree in Business...