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PenChecks NIPA Accredited Pension Administrator (APA) Designation Scholarship Recipients

Congratulations to the PenChecks NIPA APA Designation Scholarship Recipients! 


August 2017 Testing Window Recipients
 

Heather Lantagne, Abacus Benefit Consultants, Inc. 

Heather has been a Pension Administrator at Abacus Benefit Consultants, Inc., since August of 2014. Heather graduated from the University of Massachusetts, Dartmouth in 2002 with a Degree in Business Management with a concentration in Human Resources. Since then, she has worked building a solid foundation in the retirement plan industry as a Relationship Manager, a Distribution and Contribution Processing Specialist and a Pension Administrator.

 

Heather enjoys interacting with clients and assisting them in the day-to-day operations of their pension plans. Heather is always eager to learn. She is very grateful for the NIPA and PenChecks scholarship that will give her the opportunity to further her career in the retirement industry.

 

Tracy L. Crosby, Pentegra Retirement Services 

Tracy is a Senior Daily Account Manager at Pentegra Retirement Services in their Greenville, SC office, and has worked with them for over 5 years. In this position, she not only handles the Third Party Administrator day-to-day operations but also the challenge of consulting her clients and working with the Pentegra Daily Platform. Prior to that, Tracy held the position of Assistant Vice President and Employee Benefit Operations Team Leader at BB&T in Greenville, SC for 12 years. While she enjoyed the management position and smaller case load, she missed having the relationship with her long term clients. She currently holds both the CRPS and QKA Designations.

 

Tracy has experience with multiple types of retirement plans including both sides of Balance Forward and Daily Recordkeeping. She enjoys the everyday challenges of working with her clients and her various types of plans as well as their 3(16) serviced plans. Tracy wants to increase her knowledge of plan design, cash balances plans and the continuing changes in the IRS regulations in all areas. She feels that this will assist her ability to improve her communication and educating her clients and help them with any questions about their plan or IRS rules and regulations.

 

Tracy feels that obtaining her APA designation will be a worthwhile challenge and she is looking forward to studying and accomplishing another goal. She is very appreciative for the NIPA and PenChecks scholarship that will provide her the opportunity expand her knowledge and to further her career within this industry.


May/June 2017 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. 

 

 
   

 
   
   


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