Madison Rekon Advisor Symposium: October 18, 2018! Click here for more info!
We are a Third Party Administration firm which provides full-service retirement plan consulting, and administration. We specialize in designing and servicing participant directed 401(K), 403(b), 457 plans, and other types of qualified retirement plans. PRP is a non-producing TPA. We do not sell insurance or investment products.
Paul has worked with qualified plans for over 30 years. Prior to establishing Alliance Benefit Group Wisconsin (ABG WI) as its Managing Member, he worked for a regional CPA firm, a trust company and a national life insurance firm. Paul has a Bachelor of Science Degree from the University of Minnesota-Minneapolis and a Law Degree from William Mitchell College of Law, St. Paul.
With over 20 years of experience in retirement plan recordkeeping, Randy is the Senior Account Manager for our firm. His previous employers include both a large trust company and a CPA firm ranked in the top 10 nationally, where he performed recordkeeping and auditing. Randy holds a Bachelor’s Degree from the University of Wisconsin-Platteville in Accounting and Business Administration.
After graduating with a Bachelor’s Degree in Business Administration from the University of Wisconsin – Eau Claire, Cathy began her career working for a trust company in Denver, Colorado. She has over 20 years’ experience administering IRAs and qualified plans. She worked for a local TPA firm before joining ABG WI as an Account Manager. Cathy has her Qualified 401(k) Administrator designation from the American Association of Pension Professionals and Actuaries (ASPPA).
Brandon joined ABG WI after graduating from Madison Area Technical College with an Associate Degree in Accounting. During college Brandon worked for a large agribusiness in Madison as warehouse supervisor. He applies his organizational and interpersonal skills as an Account Manager at ABG WI, and is completing ASPPA coursework.
Ashley has seven years of experience working with qualified retirement plans. She graduated with a Master’s Degree in Accounting from the University of Wisconsin – Whitewater and is an Account Manager with our firm. She began her career at a CPA firm in Brookfield, WI, performing tax services. Ashley has attained her Certified Public Accountant (CPA) designation and is completing ASPPA coursework.
Michelle has over 15 years of experience in retirement plan recordkeeping, previously employed by a local CPA firm in the Retirement Plan Services division. She has also worked in the investment division of a bank and the internal accounting side of a large insurance company. She is an Account Manager at ABG WI. Michelle graduated from the University of Iowa with a BBA in Finance and an emphasis in Accounting.
Emily graduated with a Bachelor’s Degree in Business Management and Music from Ripon College, and worked as Project Manager specializing in reporting and population health before joining ABG WI. Emily brings her organizational skills, her attention to detail, and her reporting skillset to her work as an Account Manager. She is completing her ASPPA coursework.
Farrell has been in the retirement industry for over 25 years. Working at a small TPA firm, she was a Retirement Plan Administrator, responsible for all aspects of Qualified Plan set-up and administration. Most recently she worked with an Investment Advisor as a Registered Client Relationship Manager, servicing both Qualified and Non-Qualified Plans. She is FINRA Series 6 and 63 licensed, and Life and Health Insurance licensed. She is an Account Manager at ABG WI and is completing her ASPPA coursework.
Janice has over 11 years of experience working in public accounting with individuals, as well as small and large businesses of varying industries. Having assisted her clients with their financial, accounting, and tax needs over the years, she seeks to inject her detail-oriented eye into everything she does. In her attest and passion for ensuring client compliance, she approaches any challenge with tenacity. No doubt her continuing education in ASPPA will convey the wisdom forward to elevate the client experience.