Theresa Conti, QKA, APR, ERPA, CPFA
Executive DirectorTheresa Conti
Theresa Conti has been involved in the retirement plan industry for more than 35 years, she started her firm Sunwest Pensions in 1998 and sold it to July Business Services in 2023. In keeping with her dedication to the industry, Theresa holds many designations including a QKA with ASPPA, APR with NIPA, CPFA with NAPA and an ERPA with the IRS. Theresa is fully involved in the industry, volunteering with many industry associations including ASPPA and NIPA along with writing regular articles for Plan Consultant Magazine, 401(k) Specialist and does speaking engagements at industry conferences. Her LinkedIn Blog and Newsletter is followed by more than 5,000 individuals.
Alliance Benefit Group of Houston, Inc.
Founding Member FirmParrish Pettey, President
Alliance Benefit Group of Houston, Inc. (ABG) is one of the fastest growing retirement plan, pension administration and recordkeeping firms in Texas. We provide services to all types of qualified retirement plans, with particular emphasis on 401(k) plans. Michael G. Pettey founded Custom Benefit Services in 1978 to service employee benefit plans. In 1992, he formed Alliance Benefit Group as a separate company to concentrate on the rapid growth of the qualified retirement plan market. Since that time, ABG has focused on providing daily valuation services for small to mid-size companies. Growth in pension administration firms over the past few years has been reflected in the growth of ABG.
American Retirement Plan Services, LLC
Member FirmAmy Uddeme President
We represent approximately four hundred and seventy retirement plan clients, ranging in size from 1 – 2,500 participants in a single plan. Clients include legal, accounting, medical, dental, and other professionals; non-profit organizations; manufacturing, wholesale and retail companies; and financial service and insurance brokers.
Clients are located in Arizona, California, Connecticut, Delaware, Florida, Georgia, Massachusetts, Maryland, Michigan, New York, Pennsylvania, Virginia, Washington, D.C., and West Virginia. Clients include legal, accounting, medical, dental, and other professionals; non-profit organizations; manufacturing, wholesale and retail companies; and financial service and insurance brokers.
Benefits Administrators
Member FirmLeslie A. O’Bryan, Chief Executive Officer
Established in 1995, Benefits Administrators has earned the loyalty and trust of hundreds of businesses, associations, and boards as well as their financial advisors. Every client relationship is a partnership in which we work together for mutual success. The personal assistance clients receive comes from years of advanced training, technical experience and financial acumen. We work with non-profit organizations, governmental entities, Taft-Hartley boards of trustees and single employers. As an independent, fee-for-service provider, we work in concert with investment managers, brokerage firms, trust companies and banks. We do not market investment or insurance products.
Patrick M. Shelton, GBA Chief Believer
Benefit Plans Plus (BPP) is committed to providing every client with the effective tools and services they need to grow healthier retirement plans. BPP provides effective, hassle-free plan administration and consulting across our core service lines, fixing broken retirement plans, personalized plan design and plan administration. We have a proven track record of success and currently maintain more than 1,800 benefit plans, 90,000 participants and $4.3 billion in assets under administration. Our clients span across multiple states, professions, and industries. BPP works with all plan sizes from start-ups to plans with thousands of lives. We understand how valuable your time is, which is why our services are efficient and hassle-free. To make things simple, every client is provided with a single point of contact. Our staff possesses robust technical knowledge and are highly credentialed retirement plan experts. Our focus is on your success—now and into the future.
Jordan Cross, QKA President
CrossPlans is a second-generation, family owned ERISA Consulting and Third Party Administration firm supporting Orange County and greater Southern California. Founded in 2006, CrossPlans is dedicated to solving problems and keeping things simple for Plan Sponsors. We utilize the latest retirement plan concepts, strategies and technology, but the bottom line is it is our people at CrossPlans who make the difference. We believe we employ the best retirement professionals in the industry and hold them to the highest standards in communication, problem solving and technical skills to improve the experience and outcome of Qualified Retirement Plans.
Nick Zapf, President - Jill Dennis Director of Business Development
Located in Pittsburgh, Pennsylvania, Dunbar, Bender & Zapf, Inc.(DBZ) is the largest independent retirement plan consulting firm in the region. Since 1991, DBZ has provided third party administration, actuarial, plan design and consulting services to thousands of retirement plans ranging in size from one to several thousand employees. We spend a significant amount of time and resources to train and educate each of our more than 70 employees including 3 in-house actuaries. This allows us to offer exceptional service on all types of qualified retirement plans including 401(k), 403(b), Profit Sharing, Governmental, ESOP, Cash Balance and Traditional Defined Benefit Plans. In addition, DBZ offers individualized 3(16) Fiduciary Services to help reduce liability and administrative burden. DBZ is proud of our reputation for providing innovative, efficient, accurate and affordable services to our clients.
Jonathan B. Haslauer, ERPA, QPA, QKA President
The Haslauer Group, Inc. was established by Beverly B. Haslauer in October 2000. Building on her 20 years of experience in the retirement industry, Beverly and her children, Jonathan B. Haslauer and Tracy Haslauer Novak, employed personal service and creative plan design options to achieve optimal outcomes for her clients. Over two decades later, she watches from the comfort of her own retirement as Jonathan and Tracy continue her legacy of service to their clients. Since then, The Haslauer Group has grown from a small, local service provider to one of the largest Third-Party Administration firms in the State of Louisiana. The company strives to continue providing the same level of personal service that led to its success. With over 20 employees and counting, our administration teams have manageable books of plans, allowing them to focus on getting to know our clients and attend to their needs.
Amanda Rae Iverson, CPA, MBA, PHR, SHRM-CP, APM Chief Executive Officer
Pinnacle Plan Design is a third-party administrator (TPA) for employer-sponsored qualified retirement plans. We specialize in retirement plan design, administration, and actuarial consulting. We are very proud of our CEFEX-ASPPA Certification. Pinnacle Plan Design has helped companies across the nation with their retirement plan needs, while providing the individual attention each company deserves. Founded in January, 2001 by Kevin J. Donovan, EA, FSEA, FCA, Pinnacle Plan Design is a nationally recognized leader in the design and administration of qualified retirement plans. We provide retirement plan consulting and design, actuarial services and administrative services. Our team of actuaries and credentialed retirement plan experts are uniquely qualified to help you successfully navigate complex federal regulations and obtain maximum benefits for you and your stakeholders.
Keith Dunn CPA, ERPA, QKA, COO
Since its founding in 1989 by Garth Rouse and Rene Jones, Professional Benefit Services, Inc. (PBS) has been committed to delivering high-quality retirement administration services with a boutique customer service approach and cost-plus pricing. From the start, PBS prioritized affordability, ensuring small businesses–just like its own–had access to essential benefits administration. Early on, PBS developed proprietary administration software and embraced technological advancements, allowing for a greater focus on personalized service and expert consultation. As the industry evolved, so did PBS, expanding its offerings to include consumer-driven health services (FSA, HSA, HRA) and COBRA near the turn of the millennium, followed by self-funded health plan administration services in 2015. Despite its growth, PBS has remained steadfast in its values, never compromising customer service for profits. Now led by second-generation family members, the company continues to operate as a privately held, plan sponsor-focused TPA firm–dedicated to innovation, integrity, and client success for decades to come.
Debbie Zimmer President
Since 1996, Qualified Pension Services has assisted small business owners in creating and maintaining quality retirement plans for their benefit and the benefit of their employees. We work with our clients to truly understand their unique objectives, meet their needs, and produce a retirement Plan to feel good about. QPS achieves organic growth through referrals from key business associates and current clients. We have built an experienced, creative, hard-working team dedicated to designing distinctive plans and providing the highest quality, personalized service; doing so with honesty, integrity and the desire to support everyone we work with.
Kim L. Hansz, Principal
Since 1995, The Benefit Advantage has helped thousands of companies navigate benefit administration with success, diligence and ease. TBA was founded on the principle that ‘If you treat people well and do the right thing, you will be successful’, and through this mantra, we have crafted a business model that embraces the individuality and authenticity of you and your company’s needs. At TBA, we bring clarity, accountability, and a personal touch to what can be a confusing and time-consuming business. We know one size does not fit all in benefit administration, therefore, whether it is building a customized plan design, or reviewing the fine details for accurate IRS reporting – we are there with you to guide the way forward.
Shannon Edwards ERPA, CPC, QPA, QKC, QKA, APA, APR President
For over 25 years our professionals have provided companies, just like yours, with plan design consulting, compliance consulting, recordkeeping, and administration services for their retirement plans. We serve clients from all over the United States and we are proud of our reputation for providing exceptional, efficient, and accurate services. TriStar has chosen to remain one of the few retirement plan consulting and administration firms that does not sell investment products. We feel that this enhances our ability to serve our clients’ needs impartially. TriStar administrators are familiar with a variety of situations and have the skills, technical knowledge, and the experience needed to guide our clients to the perfect solution for them. Our clients have come to appreciate and rely upon our complete independence. At TriStar, every plan receives the attention required to assure quality plan administration and consulting for the client. To enhance our retirement plan valuation work, TriStar offers clients an account executive that will work with them directly. TriStar’s growth and client retention are proof that this philosophy of personal service and partnership works.