Becca joined RPSI in June 2016 and is a Distribution and Payroll Coordinator. She began her professional career working in the customer service side of small businesses. After learning the ins and outs of customer service & office administration, she took those fundamentals under her belt, entered the retirement planning industry, and began developing related skills with much success. With more than a decade of experience within the industry, she’s cultivated a wide range of skills which include plan design, contribution calculations, compliance testing, government forms and more.
She has obtained the Retirement Plan Fundamentals (RPF) certificate and Qualified 401(k) Administrator (QKA®) credential from the American Society of Pension Professionals and Actuaries (ASPPA).
Becca lives in Virgina with her husband, daughter & dog. When she’s not working, she enjoys camping, live music and gardening.