Luke is a lifelong learner and retirement plan industry veteran with more than 14 years’ experience administering and delivering excellent customer service, comprehensive analysis and innovative solutions for retirement plans to clients. Luke builds and strengthens relationships by utilizing industry understanding and regulatory expertise to provide value-added services to our clients. He’s a strong project manager with a passion for driving operational efficiencies through business analytics and quantitative skills. Over the past several years he has been very involved in the development and implementation of TRA’s 3(16) PARS and was promoted to the 3(16) Specialist position in June of 2017. Since then he has been able to dedicate the majority of his efforts towards growing and improving the product by partnering with new Plan Providers, generating new ideas and improving processes. While Luke is currently pursuing the Certified Pension Consultant credential, his current designations include: Qualified Pension Administrator (QPA), Enrolled Retirement Plan Agent (ERPA) and Six Sigma Black Belt trained.
Are you meeting the requirements and deadlines to keep your retirement plan in compliance? Would you rather be focusing your time on your business?
Offering a retirement plan can be one of the most rewarding decisions you make as an employer; however, administering a plan and managing its assets can be challenging.
Through our delegated 3(16) Plan Administrative Relief Services (PARS), TRA is in a unique position to assist you in embracing these fiduciary responsibilities and managing your risk by relieving many of the day-to-day administrative burdens associated with sponsoring a plan. Benefits include:
For more information about our 3(16) services click here, or contact your Client Relationship Manager at 888.872.2364.