Patricia has over 15 years of industry experience and has worked at RSG since 2014. As a Plan Consultant, Patricia understands client’s needs for efficiency and accuracy. She consults clients on plan design and operation, interpreting plan documents and preparing employer contribution calculations.

Her knowledge is expansive in defined contribution plans, discrimination testing, financial data reconciliation, and preparation of plan documents for new plans as well as restating documents for existing plans. Outside of the office, Patricia enjoys spending time with her husband and son or practicing yoga.

Phone: 866-352-7731 Ex: 190
Email: patricia@retirementsolutiongroup.com

 

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