Credentialed & Trusted
The team at Retirement Planners & Administrators consists of some of the top retirement experts in the Mid-Atlantic area, who pride themselves on maintaining industry credentials to best serve the most challenging needs of our clients.
Our Certifications
Our team maintains the following industry credentials:
15 Qualified 401(k) Administrators (QKA)
6 Qualified Pension Administrators (QPA)
1 Accredited Pension Administrator (APA)
1 Enrolled Retirement Plan Agent (ERPA)
2 Masters of Business Administration (MBA)
“I have been so blessed by the responsiveness and the level of customer service I have encountered through my onboarding process. From Sales Director Randy Lackey who is always available to talk and answer questions about the services offered and what the value will be for us now and in the future, Sales Transition Manager Heather who is extremely knowledgeable on the contract and application of the plan, and Plan Compliance Analyst Michelle Tinkham who helped check into our current compliance before we even transitioned. What a great group!”
Thomas DeGarmo, Operations Manager of Blackwater Engines
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