Project Manager
Founded in 1992, The Retirement Plan Company, LLC (TRPC) is one of the country's leading independent providers of account recordkeeping, third-party administration, and actuarial services for qualified retirement plans. Headquartered in Nashville and with regional offices in Portland, OR, Dayton, OH, and Greenville, SC, our success in serving retirement plans from coast-to-coast is made possible by the relationships that we have with some of the nation's most trusted and experienced financial advisors, TPA firms, and investment platform providers. TRPC's "open architecture" recordkeeping and investment platform offers unparalleled investment choice, allowing the plan and its investment advisor to create an investment menu from a wide universe of mutual funds and ETFs, stable value funds, collective investment trusts, self-directed brokerage accounts, managed accounts, and model portfolios. Powered by SunGard Relius(r) web software, our user site includes industry-leading investment education and account management tools that empower retirement plan participants to prepare for retirement with ease and confidence. Among the broad range of consulting and compliance services offered by TRPC are defined benefit/actuarial services. Defined benefit plans (including cash balance plans) may be administered by TRPC either on a stand-alone basis, or in conjunction with a defined contribution plan as part of a DB/DC combination plan arrangement.
Certified Project Management Professional (PMP) with highly successful 10+ year career analyzing, designing, enhancing, and automating processes across the lifecycle of critical projects that have improved productivity, increased visibility of issues and opportunities, and maximized the achievement of goals. Analytical problem solver recognized for quickly evaluating needs and issues, defining and implementing value-driven solutions, and fueling the adoption of best practices.
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