Katie Mallette, QPA®, QKA®, ERPA

Katie’s primary responsibilities include overseeing the Recordkeeping Team; ensuring participant accounts are accurately maintained and plans retain their qualified status. Katie has over 21 years of experience in 401(k) administration. A graduate of Western Michigan University with an accounting degree, she has earned the Qualified Pension Administrator (QPA®), Qualified 401(k) Administrator (QKA®), and Enrolled Retirement Plan Agent (ERPA) designations.