KATIE GILESPENSION ADMINISTRATOR
JOINED TBA IN 2020

 

“Everyone has a unique situation – and each needs to be handled with care.”

 

As a Pension Administrator, I complete compliance testing and finalize year-end reports. My role also includes preparation and filing of Form 5500. I assist clients with interpreting plan documents, ERISA regulations, and processing any plan changes they may request. I also get to communicate with different clients every day and build relationships with the Financial Advisors and Plan Sponsors. 

Prior to becoming a member of the TBA team, I worked in Human Resources and as a 401(k) Compliance Specialist, which allowed me to become more aware of the retirement plan industry and to learn the language of the retirement world. My Human Resources experience was invaluable. It taught me not only how to communicate effectively with clients, but also drove home that everyone has a unique situation, and the issues they bring to me need to be handled individually and with care. 

I have a lot to look forward to here at TBA. I’m excited to work closely with the tenured TBA staff and gain my ASPPA certifications. Most of all, I’m grateful for the opportunity to learn from my fellow Administrators who have a level of knowledge that I strive to achieve.

KATIE GILES
(248) 299-4100 ext. 271