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.

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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.

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 Privatt

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 Plan Administrator

Bill Pratt, QKA, QPA

Senior Plan Administrator

Diane Shaty

Senior Plan Administrator

Glenn Nielsen

Senior Plan Administrator

Jennifer Johnson

Senior Plan Administrator

Jennifer Virant, QKA

Senior Plan Administrator

Plan Administrators & Associate Plan Administrators

Candis Belin, QKA

Plan Administrator

Carla Gatlin

Plan Administrator

Jackie Hartle, QKA

Plan Administrator

Jason Liggett, QPA

Plan Administrator

Justin White

Plan Administrator

Kurt Schremser

Plan Administrator

Scott Kaiser, QKA

Plan Administrator

Monica McCurty

Plan Administrator

Nathan O’Guin

Plan Administrator

Michele Riddell

Plan Administrator

Tracy Glondo

Plan Administrator

Rachel Karn

Associate Plan Administrator

Heather White

Associate Plan Administrator

Matt Deuser

Associate Plan Administrator

Hannah Berge

Associate Plan Administrator

Client Services

Steve Rapkoch

Client Services Consultant

Nina Monaghan

Client Services Consultant

Dave Kasperson

Sales Consultant

Matt Weber

Sales Consultant

Sandy Watson

Client Services Coordinator

Sarah Goods

Receptionist

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