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PenChecks NIPA Accredited Pension Administrator (APA) Designation Scholarship Recipients
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Congratulations to the PenChecks NIPA APA Designation Scholarship Recipients! 


 May/June 2016 Testing Window Recipients

 

Jan M. Rader, Martin, Martin, Randall & Associates, Inc.

Jan M. Rader is a Retirement Plan Specialist at Martin, Martin, Randall & Associates, Inc. in their Jackson, MS office, and has worked with MMR since January, 2016. Jan also worked as a Defined Contribution Plan Administrator at Bryan, Pendleton, Swats & McAllister in Jackson, MS for 27 years.

 

Jan graduated from the University of Mississippi with a major in Mathematics and a minor in Business. She enjoys the challenges of working on 401(k) plans, ESOPs and combo DB and DC plans with their focus on details. Jan wants to increase her knowledge of plan design, IRS regulations and changes in the industry. She feels that this will help her be able to better communicate with her clients and help them with any questions about their plan or IRS rules and regulations.

 

Jan feels that obtaining her APA designation will be a worthwhile challenge and she is looking forward to studying and taking the tests.  She is very grateful for the NIPA and PenChecks scholarship that will give her to opportunity to learn and to further her career.

 
 

Ana Gossett, MGA Consultants, Inc. 

Ana graduated from the Institute of Foreign Languages in 2006 with a Bachelor’s degree in English and Russian language, and she graduated from the Community College of Baltimore County in December 2015 with a degree in Legal Studies. Ana has been Senior Office Administrator at MGA Consultants, Inc. since 2013. In 2015 she was promoted to a position of Client Service Specialist. Ana enjoys interacting with clients and assisting them with the day-to-day questions regarding their pension plans. Ana has learned so much about IRS rules and regulations governing 401(k) plans, and she is always eager to learn more. She looks forward to the chance to continue her pension education in order to make a career in the retirement field. 

 November 2016 Testing Window Recipients

Alyssa Heckathorn, Retirement Strategies Group

Alyssa Heckathorn has been employed as a Plan Accounting Associate at Retirement Strategies Group since 2014. She graduated from Southeastern Louisiana University in May 2014 with a degree in Business Administration with a specialization in Human Resources. As a Plan Accounting Associate, Alyssa mastered the processing of contributions, distributions, and loans.  She then elevated to balancing balance forward plans and helping administrators with testing such as census entry, eligibility clean up, and calculating participant’s vesting. Alyssa is very excited for this opportunity to continue her education in pension planning and develop a lifelong career in the retirement industry. 

   

Cheryl Mebes, Applied Pension Services, LLC

Cheryl Mebes graduated from Rensselaer Polytechnic Institute in 2009 with dual BS degrees in Mathematics and Psychology. She immediately jumped into a career as a Retirement Plan Administrator and never looked back.  Cheryl joined Applied Pension Services in 2013 and has been furthering her knowledge of the industry each year.  She is currently studying for her APA designation and is looking forward to taking the next step in her career.  Cheryl is a member of Alpha Phi sorority and enjoys boating on the Great South Bay when she’s not working.

 

August 2016 Testing Window Recipients


Jenna FauntLeRoy, Retirement Plan Consulants

Jenna FauntLeRoy is an office assistant learning about the basics of the retirement industry while pursuing her APA designation. Retirement Plan Consultants employed her in 2009 while she went to college, but the family-like staff and professionalism of the company has drawn her back to the retirement field after graduating. They have given her every opportunity to pursue further education that NIPA offers, as well as enjoy a developing home life as a stepmother. Jenna is from Montana, loves making people feel significant and welcome, family time is a blast, and getting in the deep outdoors is a must! Living life to its fullest, laughing every day, adventuring any time an opportunity arises, and being a "forever student" are cornerstones in Jenna's life.

 

   
 

Stefanie Francisco, Pension Review Services

Stefanie Francisco is a Pension Administrator. In 2010, Stefanie started with Pension Review Services as an administrative assistant and quickly learned that she was interested in growing within the pension field. She is excited to be on a specific career path and looks forward to advancing as a professional in the industry. Stefanie has a Bachelor’s degree in Business Administration with a concentration in Management as well as 7 years of Human Resources/ Payroll experience working in a corporate environment. 

 

 

May/June 2016 Testing Window Recipients

Emily Halbach, Martin, Martin, Randall and Associates, Inc.

Emily Halbach is a Retirement Plan Specialist at Martin, Martin, Randall and Associates, Inc. and has worked at Martin, Martin, Randall and Associates, Inc. since January of 2014. Martin, Martin, Randall and Associates, Inc. is a Third Party Administration and Actuarial firm with three locations in Jackson, Mississippi, Birmingham, Alabama, and Orlando, Florida. Emily started out as Defined Contribution Support and has vigorously worked her way up to being a Retirement Plan Specialist. She is the youngest Retirement Plan Specialist to work at MMR since being founded in 1988. Emily is currently studying for both her APA designation through NIPA and her QKA designation through ASPPA. She thrives on the constant learning environment that pension administration provides to her. Her goal is to not only know her caseload on a per plan basis and keep these plans in compliance with the IRS regulations, but to also know her clients, by having a one-on-one relationship with them while keeping their plan qualified. She is thankful that NIPA and PenChecks has given her the opportunity to obtain the APA credential and looks forward to working with NIPA in the future.  

 

   


Nicole Pardee, MAGII Pension Services, LLP

Nicole Pardee is a Client Services Administrator with MAGII Pension Services, LLP. Nicole is part of the distributions and loans team, and acts as a liaison between vendors and clients. She also assists TPA’s with census preparation and data collection. Nicole has more than 10 years’ experience in the retirement field. Prior to working at MAGII, Nicole was a compliance analyst and operations administrator of a large national plan custodian. She was responsible for all aspects of day to day operations; as well as, compliance preparation, review and administration. When Nicole is not working, she enjoys spending her time exploring life with her young son and enjoying time with her extended family.


 
   
   


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