About PPA

PPA (Panagiotu Pension Advisors) 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 hr@grouprhi.com.

We look forward to hearing from you.

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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.

Meet the Team

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
  • 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

Nancy McCoy

General Manager, Director of Integration

Nancy McCoy joined Group RHI in January 2020 as the Director of Integration responsible for leading the integration of newly acquired firms into Group RHI operations. Soon after her arrival, her role was expanded to General Manager, Director of Integration for PPA (Panagiotu Pension Advisors), and becoming a member of the Executive Leadership team. Nancy has more than 20 years of experience in the retirement plan industry and offers experience in all aspects of the defined contribution industry within both small firms and large, matrixed organizations.

Nancy’s prior experience includes several management roles at Empower Retirement, co-owner of Denver Pension Consultants, and as an Associate Vice President of United Retirement Plan Consultants leading the Denver and Houston offices. She has an extensive track record of developing organizational best practices and enhanced financial performance.

Nancy earned her BA in Political Science at Colorado College, and her MBA with a specialty in Finance at the University of Colorado.

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

Nicole Brugler

Account Executive

Tim Maher, QKA

Account Executive

Senior Plan Administrators

Jennifer Johnson

Senior Retirement Plan Administrator –
Team Lead

Ana Carrier, APA

Senior Retirement Plan Administrator

Candis Belin, QKA

Senior Retirement Plan Administrator

Bill Pratt, QKA, QPA

Senior Retirement Plan Administrator

Jackie Hartle, QKA

Senior Retirement Plan Administrator

Jennifer Virant, QKA

Senior Retirement Plan Administrator

Scott Kaiser, QKA

Senior Retirement Plan Administrator

Diane Shaty

Senior Retirement Plan Administrator

Glenn Nielsen

Senior Retirement Plan Administrator

Monica McCurty

Senior Retirement Plan Administrator

Plan Administrators & Associate Plan Administrators

Jason Liggett, QPA

Retirement Plan Administrator

Justin White

Retirement Plan Administrator

Kurt Schremser

Retirement Plan Administrator

Markie Dodson, QKA, QPA, CPC

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

Tara Cole

Associate Retirement Plan Administrator

Sales & Client Services

Dave Kasperson

Regional Sales Consultant

Nina Monaghan

Client Services Consultant

Steve Rapkoch

Client Services Consultant

Sandy Watson

Client Services Consultant

Administration and Office Support

Heather Maher

Senior Document Specialist

Kimberly Hale

Associate Document Specialist

Shanna Henninger

Senior Data Specialist

Shelly Bruzas

Records and Information Specialist

Emily George

Billing Specialist

Ramona Klipstas

Billing Specialist

DeNece Beckman

Receptionist

Amanda Arreola

Office Assistant

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