Carolyn Bates, QPA, ERPA

Senior Plan Consultant

Credentials:

• American Society of Pension Professional & Actuaries
  • QPA – Qualified Pension Administrator
• Internal Revenue Service:
  • ERPA – Enrolled Retirement Plan Agent

Education:

• Clark University, Bachelor of Arts, Accounting and Economics

Carolyn joined the PPS team in 2023

Contact info:

[email protected]
(810) 953-0397

Victoria Polk, QKA

Plan Consultant

Victoria joined the PPS team in 2022

Credentials:

• American Society of Pension Professional & Actuaries
  • QKA – Qualified 401(k) Administrator

Contact info:

[email protected]
(810) 579-0094

Karen Castaldi

Senior Plan Consultant

Education:

• Purdue University, Bachelor of Science in Business

Karen joined the PPS team in 2012

Contact info:

[email protected]
(810) 953-0397