Your Retirement Plan Partners

Michelle Marsh, QKA - Ph: 260.969.3853 | Fax: 260.969.3853
President/Chief Visionary Officer

Ronda Bernath, MBA, QKA - Ph: 260.969.3863 | Fax: 260.484.9845
Business Manager & Conversion Specialist

 


 

 


 

New Business Development Directors:

Matt Solomon, CRPS, PRP - Ph: 317.979.1248 | Fax: 260.484.8705
New Business Development Director

Mike Watkins, ARPC, PRP - Ph: 260.740.4490 | Fax: 260.484.2782
New Business Development Director

 

New Business/Installation Partners:

Robyn Pequignot - Ph: 260.969.3831 | Fax: 260.969.3866
Document Consultant & Installation Manager

Randy Crouch - Ph: 260.969.3860 | Fax: 260.969.3860
Senior Document & Compliance Specialist

 

ERISA Consultants:

Suzy Guck, ERPA, QKA - Ph: 260.969.3847 | Fax: 260.484.4803
Manager of Operations & Senior ERISA Consultant

Lisa Bowser, ERPA, QKA - Ph: 260.969.3837 | Fax: 260.373.0749
Senior ERISA Consultant

Jennifer Deffenbaugh, QKA - Ph: 260.969.3858 | Fax: 260.484.7209
Senior ERISA Consultant

Stefanie Hallett, QKA - Ph: 260.969.3836 | Fax: 260.484.7907
ERISA Consultant

Martha Payton, QKA - Ph: 260.969.3835 | Fax: 260.969.3835
ERISA Consultant

Holly Rust - Ph: 260.969.3848 | Fax: 260.471.8766
ERISA Consultant

 

Distribution Specialists:

Cherry Bird - Ph: 260.969.3850 | Fax: 260.373.0208
Distribution Specialist for Lisa, Martha, and Stefanie

 

 



 

Lisa Rennecker - Ph: 260.969.3840 | Fax: 260.969.3840
Head of Systems Quality and Development/Internal Sales Specialist

Andrew Wyckoff - Ph: 260.969.3854 | Fax: 260.399.3705
Business Office Assistant

Heather Palmer - Ph: 260.710.8022 | Fax: 260.710.8022
Accounts Payable/Accounts Receivable Specialist

Dawn Creech - Ph: 260.484.0848 | Fax: 260.484.1609
Office Assistant
 



 

 

 

 



Cecilia Sanborn - Ph: 260.969.3849 | Fax: 260.399.3720
Installation Coordinator


 

 

Assistant ERISA Consultants:

Caroyln Smock - Ph: 260.969.3864 | Fax: 260.484.8297
Assistant ERISA Consultant with Suzy Guck

Christine O'Dell - Ph: 260.399.3706 | Fax: 260.399.3716
Assistant ERISA Consultant with Lisa Bowser and Jennifer Deffenbaugh
 



Cynthia Sembach - Ph: 260.710.8021 | Fax: 260.710.8021
Assistant ERISA Consultant with Stefanie Hallett and Martha Payton

 


Chris Stiltner - Ph: 260.710.8020| Fax: 260.710.8020
Assistant ERISA Consultant with Holly Rust