PATSY KLOTZPENSION ADMINISTRATOR
JOINED TBA IN 2023
“I really enjoy helping clients understand the administration of their plan in particular compliance testing and Form 5500 reporting.”

My role at TBA is as a Pension Administrator. I really enjoy helping clients understand the administration of their plan, in particular compliance testing and Form 5500 reporting.  In my time at TBA I can already see how our relationship with the client is based on always striving to help them achieve their goals while still keeping their plans in compliance. It is refreshing to me, to be able to take the time to really problem solve and provide different options for clients and helping them to maximize their retirement plans.

I have worked in the financial industry in the retirement sector of business for most of my working years. I started working with IRA plans in the operations area of brokerage firm and eventually became responsible for maintaining the company Incentive Savings Plan. I had to get my series 6 certification so I could place mutual fund trades. Eventually I found my true passion doing compliance testing and 5500 reporting. I worked with 401(k) plans and 403(b) plans.

I have always worked for larger financial institutions, and I was looking for a smaller company where I felt like what I did mattered and that my voice would be heard. TBA’s culture and sense of community was really attractive to me. I look forward to being an integral part of the organization and growing within it.

PATSY KLOTZ
248-299-4100 ext. 279