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Mark Lamberty, QKC QKA

Mark Lamberty, QKC QKA

Director

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location of Mark Lamberty, QKC QKAShiocton, Wisconsin, United States

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  • Timeline

  • About me

    Director of Plan Administration at Retirement Plan Partners, LLC

  • Education

    • Morton College

      1975 - 1979
      Accounting and Finance

      Accounting and Business Management

    • Fenwick High School

      1971 - 1975
      General education

      Activities and Societies: Tennis team, Debate team General education studies; Speech and Debate team; tennis team

  • Experience

    • MassMutual

      Feb 2008 - Sept 2012
      Director

      Supervision of staff members, relationship management, training

    • The Retirement Advantage

      Apr 2013 - Oct 2014
      Plan Administration Manager

      Supervision of as many as 47 staff members, handling of escalated issues

    • ERISA Services, Inc.

      Nov 2014 - Jul 2015
      Senior Administrator

      Compliance testing, Adoption Agreement review, Forms 5500 completion

    • Benefit Administration, Inc.

      Aug 2015 - Nov 2017
      Senior Account Manager

      Compliance testing, Forms 5500 completion, consulting on Plan design, onsite visits with Plan Sponsors and Plan Advisors

    • Retirement Plan Partners, LLC

      Nov 2017 - now

      Full administration of Qualified Retirement Plans.

      • Director of Plan Administration

        Jan 2019 - now

      • Retirement Plan Consultant

        Nov 2017 - now

  • Licenses & Certifications

    • Qualified 401(k) Administrator (QKA)

      American Society of Pension Professionals and Actuaries
      Dec 2018

    • Qualifed 401(k) Consultant

      American Society of Pension Professionals and Actuaries
      Jul 2020

  • Volunteer Experience

    • Stream rebuilding

      Issued by Wisconsin DNR on Apr 2006
      Wisconsin DNRAssociated with Mark Lamberty, QKC QKA