About PPA

Panagiotu Pension Advisors (PPA) is located in the Puget Sound region of Washington State. The firm took root over 50 years ago as a CPA practice. Following its tremendous success, the decision was made in 2007 to divest the CPA practice and devote 100% of the firm’s resources to 401(k) and Retirement Plan Administration.

Currently, PPA specializes in serving closely held businesses, non-profits and other entities, both locally and nationally. Our firm currently serves 1,800+ plans with over $3 billion in assets. Our alliance with the national organization, Group RHI, allows us to leverage the strengths of the collective. Altogether, these firms represent service to over 5,000 plans with an excess of $8 billion dollars in assets under management. PPA’s staff of professionals include attorneys, CPAs and credentialed, qualified plan administrators who provide high-level, prompt and attentive client service. We do the hard work, so you don’t have to!

Certifications

  • Attorney (JD)
  • Certified Public Accountant (CPA)
  • Member, American Society of Pension Professionals and Actuaries (ASPPA)
  • Member, National Institute of Pension Administrators (NIPA)
  • Accredited Pension Administrator (APA)
  • Qualified 401(k) Administrator (QKA)
  • Qualified Pension Administrator (QPA)

Employment Opportunities

We are always looking for experienced Plan Administrators, as well as others who have worked in the retirement plan industry. If you have the skills, knowledge and desire to work with the industry’s premier Third Party Administrator, we invite you to contact us by sending your qualifications and resume to dianaj@ppatpa.com.

We look forward to hearing from you.

PPA is a proud affiliate of Group RHI

PPA is a subsidiary of Group RHI, a leader in the retirement services industry. Group RHI’s companies serve businesses, nonprofits, and municipalities throughout the country, providing objective advice on 401(k) design and services, retirement plan consulting, and pension outsourcing. Collectively we serve close to 5,000 organizations, handling diverse retirement plan needs for hundreds of thousands of participants. For more information about Group RHI and its operations, visit www.grouprhi.com.

An Accomplished Team of Specialists

PPA has built a leadership position in the retirement services industry over the span of 30 years. Our staff brings a wealth of experience to all aspects of retirement plan administration and to every client relationship.

Awards

  • 2019, Emergency Food Network Corporate & Civic Partner Award
  • 2018, Emergency Food Network Corporate & Civic Partner Award
  • 2017, $500M in Assets Milestone-Elite Leaders Award
  • 2017, Transamerica Preferred TPA
  • 2017, Top Places to Work – Gratification Award
  • 2014, Top Places to Work – Solidarity Category
  • 2014, Multicare Health System Work Well Recipient – Silver Level
  • 2013, Plan Sponsor Magazine “Pinnacle Class”
  • 2013, Nationwide Pinnacle Administrator
  • 2013, UPS School of Business and Leadership Distinguished Alumnus — Anthony Panagiotu, 1981-1984
  • 2012, Milgard School of Business – Small Business Leader of the Year — Tony Panagiotu
  • 2007, Top Places to Work – Small Company Award
  • 2006, Top Places To Work

Recognized Premier Provider

  • John Hancock
  • American Funds
  • Nationwide
  • Voya
  • The Principal
  • Ascensus

TPA Alliance

  • Edward Jones

An Accomplished Team of Specialists

PPA has built a leadership position in the retirement services industry over the span of 30 years. Our staff brings a wealth of experience to all aspects of retirement plan administration and to every client relationship.

Leadership Team

Tony Panagiotu, Attorney, CPA

President

Tony Panagiotu is President of Panagiotu Pension Advisors and leads the design and administration of retirement plans for over 1,800 clients. An ERISA attorney and CPA, Tony is a sought-after lecturer, conducting seminars for CPAs, attorneys and clients on topics related to retirement plan law and plan administration. Tony earned his undergraduate and law degrees from the University of Puget Sound.

Tom Gaillard

Chief Executive Officer, Group RHI

Tom Gaillard is Group RHI’s CEO, charged with leading our acquisition efforts and creating a national leader in the retirement industry. Tom’s track record includes over a decade at publicly-traded Bottomline Technologies, where he played a pivotal role in growing Bottomline’s revenue from $65 million to over $350 million, catapulting the business to over a billion dollars in value. Tom earned his undergraduate degree from Williams College and his MBA from Harvard University.

Management

Debbie Panagiotu

Account Executive

Nicole Brugler

Account Executive

Tim Maher, QKA

Account Executive

Diana Jamison

Controller

Sue Pankey, CPA

Associate Account Executive

Senior Plan Administrators

Ana Carrier, APA

Senior Retirement Plan Administrator

Bill Pratt, QKA, QPA

Senior Retirement Plan Administrator

Candis Belin, QKA

Senior Retirement Plan Administrator

Diane Shaty

Senior Retirement Plan Administrator

Glenn Nielsen

Senior Retirement Plan Administrator

Jackie Hartle, QKA

Senior Retirement Plan Administrator

Jennifer Johnson

Senior Retirement Plan Administrator

Jennifer Virant, QKA

Senior Retirement Plan Administrator

Monica McCurty

Senior Retirement Plan Administrator

Scott Kaiser, QKA

Senior Retirement Plan Administrator

Plan Administrators & Associate Plan Administrators

Carla Gatlin

Retirement Plan Administrator

Jason Liggett, QPA

Retirement Plan Administrator

Justin White

Retirement Plan Administrator

Kurt Schremser

Retirement Plan Administrator

Markie Dodson, QKA, QPA

Retirement Plan Administrator

Michele Riddell

Retirement Plan Administrator

Nathan O’Guin

Retirement Plan Administrator

Rachel Karn

Retirement Plan Administrator

Tracy Glondo

Retirement Plan Administrator

Hannah Berge

Associate Retirement Plan Administrator

Heather White

Associate Retirement Plan Administrator

Matt Deuser

Associate Retirement Plan Administrator

Client Services

Nina Monaghan

Client Services Consultant

Steve Rapkoch

Client Services Consultant

Dave Kasperson

Regional Sales Consultant

Matt Weber

Regional Sales Consultant

Sandy Watson

Client Services Coordinator

DeNece Beckman

Receptionist

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