United Retirement Plan ConsultantsSM is focused on your success. With offices and expert consultants in major metropolitan areas and suburban cities through out the U.S., United Retirement Plan ConsultantsSM services plan sponsors of all sizes by providing national caliber expertise combined with a highly personalized service delivered at the local level.
This combination of national scale and local presence makes us the leading provider of third party retirement administration services. Our goal is to partner with you – bringing unparalleled service, differentiating technology and local market expertise to you locally – where you need it. Whether you have a local presence or a national footprint, United Retirement is the partner you need to grow and succeed with your retirement plan.
We currently have 17 locations around the country staffed with seasoned professionals who provide access to innovative tools, products and expert solutions. This presence makes United Retirement Plan ConsultantsSM the nation’s largest independent provider of administration, plan design, and consulting, servicing over 10,000 plans with $11 billion of plan assets and over 300,000 participants.
Despite our impressive growth, we still operate by our founding principle: become trusted partners by staying focused on our clients’ success.
Our Senior Management
Bonnie J. Post is Senior Pension Analyst. She has over 15 years of experience in the benefits consulting field. Prior to joining United Retirement Plan Consultants, she was the Manager of the Defined Contribution/401(k) Services Group with Mobius Tech, Inc., a New York-based pension-consulting firm. She is a 1987 graduate of Pennsylvania State University with a degree in Quantitative Business Analysis. Ms. Post is a member of the Western Pension and Benefits Conference and holds a QKA designation from the American Society of Pension Professionals and Actuaries.
Nancy A. Griffith is Vice President of Business Implementation. Ms. Griffith has been in the pension field for 16 years. She earned her B.S. in accounting from Mississippi College for Women. She also holds a QPA designation and the CFP designation. Ms. Griffith is a member of the American Society of Pension Professionals and Actuaries and provides invaluable experience managing pension administration and trust accounting.
Jennifer M. Harrison is a Senior Pension Analyst, and has over 10 years of experience in the pension business. Ms. Harrison graduated with a Bachelor of Arts Summa Cum Laude degree from Eastern Washington University and later received paralegal and tax accounting certificates from Los Angeles Pierce College. Jenny is a team leader of five members and manages more than 250 retirement plans for small businesses. She holds a QKA designation from the American Society of Pension Professionals and Actuaries.
"We are what we repeatedly do. Excellence, then, is not an act, but a habit." - Aristotle