My PI in Six Words: Helping Simplify the Retirement Plan Process

As an Owner and Vice President, Sandra also provides leadership as the Manager of Plan Operations. Sandra directs and controls activities for various departments including daily processing, distributions, trading, and reconciliation of Pension Inc.’s recordkeeping platform. Sandra joined the Pension Inc team in 2013 as a processing associate. She became an Owner in 2017 after quickly impressing the partners with her enthusiastic commitment to innovating and improving the client and participant retirement plan experience. This dedication continues to contribute to the ongoing success of Pension Inc. In her free time, Sandra likes to visit her home state of Texas where she attended the University of Texas at Austin. She also enjoys watching her children participate in youth sports and traveling with her family.