Leadership & Management

Retirement experts that get you more, and give you more.

We unite some of the nation’s top retirement plan experts under one roof to help leaders protect the financial foundations of their workforce with confidence and clarity. These talented people deliver solid retirement plans using a diversity of skill sets, perspectives and backgrounds.

Leadership & Management

Retirement experts that get you more, and give you more.

We unite some of the nation’s top retirement plan experts under one roof to help leaders protect the financial foundations of their workforce with confidence and clarity. These talented people deliver solid retirement plans using a diversity of skill sets, perspectives and backgrounds.

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Kristin Andreski

Chief Executive Officer

Linda Chadbourne, APR, APA

Director of Integration

Leslie Draper

Director of 3(16) Fiduciary Services

Magda Farren, CPA

Chief Accounting Officer

Rick Frink, QPFA

Head of Sales

Elke Giba

Director of Marketing

Tonya Houston

Director of Recordkeeping

Leah Johnson, ERPA, QPA, QKC, QKA

Director of Defined Benefit Administration

Matt Knorr

Director of Defined Contribution Operations

Anna Kuykendall

Director of Retirement Plan Services

Tim Maher, QKA

Manager of Defined Contribution Administration
Shrey Malla headshot

Shrey Malla

Head of Corporate Development

Mary Martin

Manager of Defined Contribution Administration
Brian McCabe headshot

Brian McCabe

General Manager

Erika Misenko

Director of Strategic Accounts

DeMetria Mond

Participant Service Center Manager

Kim Patty

Manager of Defined Contribution Administration

Justine Pepper

Head of People & Culture
Russel Polin headshot

Russell Polin

Chief Financial Officer
Susan Poliquin headshot

Susan Poliquin

Director of Document Services
David Sawyer headshot

David Sawyer FSA, EA, MAAA, FCA

Director of Actuarial Services
Betsy Schaaf, JD APM, ERISA Counsel for Definiti

Betsy Schaaf, JD APM

ERISA Counsel
Kurt Simione headshot

Kurt Simione

Chief Information Officer
Michael Trivers headshot

Mike Trivers

Director of Pension Outsourcing

Melanie Williamson

Manager of Defined Contribution Administration

Krystal Wilson

Manager of New Business Implementation

Chris Wilson

Manager of Defined Contribution Administration

Join the Team

We’re looking for bright, collaborative leaders from a variety of disciplines to exceed client expectations.

Join the Team

We’re looking for bright, collaborative leaders from a variety of disciplines to exceed client expectations.