OUR PEOPLE
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.