Phone: (914) 712-4897 ext: 303
Erica joined PAI in 2016 occupying two roles as a QDRO Consultant for PAI and a Senior Pension Consultant with Madison Pension. In 2017, she transitioned out of her role as Senior Pension Consultant for Madison Pension and proudly into the Director of Operations for PAI. Erica is responsible for managing internal operations and is committed towards improving and streamlining the day to day processes to fulfill quarterly and yearly objectives.
Erica obtained her degree in Accounting from Siena College and started her career immediately after as a Compliance Consultant with Transamerica, completing Non-discrimination testing for large and mid-sized 401(k), 403(b), Profit Sharing and Money Purchase Plans. She then moved to Madison Pension as a Pension Consultant administering all aspects of retirement plans for small and mid-sized entities. Today, she has more than 12 years of experience in the industry and is a Member of the American Society of Pension Professionals and Actuaries.
- Bachelors of Science, Siena College
- QKA – Qualified 401(k) Administrator
- QPA – Qualified Pension Administrator
- RPA – Retirement Plans Associate
- Member of the American Society of Pension Professionals and Actuaries
Q. What is your personal motto in life?
A. Honesty is the best policy
Q. If your friends can describe you in three words, what would they be?
A. Practical, Independent, & Loyal
Q. What motivates you to work hard?
A. The feeling of accomplishing the impossible
Q. What problems do you consistently solve for your clients?
A. Helping them understand and simply a process they most likely have never encountered before