OUR PEOPLE

MARTHA (MARTI) S. MASON
MARTHA (MARTI) S. MASONPresident
Marti has a bachelor’s degree in business management with a minor in math and economics from Lipscomb University. She started in the financial services industry in 1981 and has been with Qualified Retirement Solutions since its founding in 1985. Marti is responsible for day-to-day operations, participant education, and customer service oversight. She also manages client relationships, many of which have been in place for decades.

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TINA M. BOWLING
TINA M. BOWLINGDirector of TPA Services
Tina has a bachelor’s degree in business administration with minors in accounting, economics and finance from Middle Tennessee State University. She started in the financial services industry in 1982 and joined QRS in April of 1985. Tina works with businesses in many industries administering defined contribution and defined benefit plans, including compliance, annual IRS filings, participant services, and all other necessary TPA functions.

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J. D. STUART
J. D. STUARTDirector of Compliance
Licensed Attorney | Certified Plan Fiduciary Advisor (CPFA)

J. D. is a Vanderbilt University graduate with a BA in political science with minors in financial economics and U. S history. In addition, he has a law degree from the University of Georgia. J. D. joined QRS in 2013 and helps clients navigate changes in the regulatory environment of the IRS and DOL by consulting on plan design and preparing necessary legal documentation.

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Our Team

Kim Picklesimer & Edie Moore – Pension Analysts

Kim and Edie work with businesses in many industries administering defined contribution plans, including compliance, annual IRS filings, participant services, and all other necessary TPA functions.

Lauren Ward-Harris – Pension Assistant

Lauren provides administrative support to our retirement plan clients along with assisting our pension analysts. Her knowledge and use of IT systems help us manage our workflow processes.

Debi Shelton – Distribution Coordinator

Debi oversees the distribution process for our retirement plan clients.

Lisa Johnson – Customer Service

Lisa provides administrative support to our retirement plan clients and is a member of our customer service team.

Sara Clark – Pension Analyst Assistant

Sara provides support to our pension analysts and is a member of our distribution and customer service teams.