My PI in Six Words: Guiding You Through Retirement Plan Administration

Rachel is an Account Executive servicing plans with outside recordkeepers while contributing innovative ideas to support the Pension Inc. team. Rachel joined Pension Inc in 2016, but has worked in the industry since 2004, primarily focused on operations, training, and process improvements. Rachel likes both the technical compliance work, and building professional connections with Plan Sponsors to ensure retirement goals are achieved. In her free time, you can find Rachel attending her children’s sports events, or being outside with family and friends. In addition to watching The Office, Rachel enjoys activities such as hiking, swimming, and playing badminton.