When it comes to retirement plan administration, you need a trusted partner who can handle the complexities of the process with precision and expertise. At CLF Retirement Planning, we have a proven track record of delivering exceptional TPA services to our clients. We pride ourselves on providing outstanding client support at every stage of our engagement. Our responsive and friendly team is always available to answer your questions, provide timely updates, and address any concerns or issues that may arise. Contact us today to learn more about how we can help you optimize your retirement plan administration and achieve your long-term retirement goals.
Why Choose Us?
Experience and Expertise: With years of experience in the retirement plan industry, our team of knowledgeable professionals possesses the expertise and technical know‐how to handle even the most complex retirement plan administration tasks. We stay updated with the latest regulatory changes and industry best practices to ensure that your plan is always in compliance.
Personalized Service: We understand that every client is unique, and we take the time to understand your specific needs and goals. Our personalized approach means that we tailor our services to meet your requirements, providing customized solutions that best suit your retirement plan’s needs.
Reliability and Accuracy: At CLF Retirement Planning, we prioritize accuracy and attention to detail in everything we do. Our rigorous quality control processes and thorough review procedures ensure that our work is precise and reliable, giving you peace of mind knowing that your retirement plan administration is in capable hands.
Team
Christy L. Feser, APA, ERPA
Owner
Christy has more than 30 years experience as a third party administrator for retirement plans. She created her own firm in 2021 with her valued associates. She received her Accredited Pension Administrator designation through the National Institute of Pension Administrators in 2001 and her Enrolled Retirement Plan Agent designation through the IRS in 2010. Christy has an extensive understanding of the regulations and compliance requirements surrounding retirement plans. She has a proven record of providing high-quality service and support.
Kim A. Matos, APA, ERPA
Senior Plan Coordinator
Kim has a BA in Business Administration concentrating in Finance. She has over 15 years of experience in the retirement plan industry. She has earned her Accredited Pension Administrator designation and has been an Enrolled Retirement Plan Agent since 2011.
Amy C. Shockley, APA, ERPA
Senior Plan Coordinator
Amy has been in the pension industry since 1997 after obtaining her Bachelor’s degree. She has earned two industry designations: Accredited Pension Administrator (APA) in 2004 and Enrolled Retirement Plan Agent (ERPA) in 2010.
As a full time Plan Coordinator, Amy has a strong background in the pension industry and is committed to staying up-to-date with the latest industry knowledge and regulations.
Kimberly A. Schaszberger
Office Manager/Administrative Assistant
Kimberly is our office manager and administrative assistant. She oversees the daily operations of our office and ensures that it runs smoothly.