Our Team
Yes, we get the numbers right. And we’re very good at designing tax advantaged retirement plan strategies for our clients. But it’s The Pension Source team that makes those things happen. One of the many strengths of our team is a commitment to ongoing education. Our professional staff offers extensive experience in number of fields, from finance to legal. And many of us hold certifications from the American Society of Pension Professionals and Actuaries (ASPPA), which signifies expertise in specific areas of retirement planning.
Another strength our people share is their willingness to make business personal. We’re dealing in retirement planning, after all, an endeavor linked to an individual’s view of the future. We think that’s very personal, which is why we make a point of getting to know our clients and their aspirations.
The Pension Source has much to offer:
integrity, intelligence, accuracy, flexibility. And a good deal more. But the best thing we have to offer our clients is the people who work here.
Cameron Dabir
QKA
President
Barbara LaBounty
Director of Operations
Nick Reeve
Controller
Janel Lyons
M.ACCT, ERPA, QPA
Head of Plan Administration
Our Credentials
The credentials listed for The Pension Source team members are as follows:
From the American Society of Pension Professionals and Actuaries (ASPPA)
QPA: Qualified pension administrator
QKA: Qualified 401(k) administrator From the Internal Revenue Service
ERPA: Enrolled retirement plan agent