Bob Guidry, APR – President (Direct Line: 504-602-1302)
Bob graduated from Loyola University in 1983 with a degree in Computer Science. He has worked in the pension administration business since 1976. Bob is an Accredited Pension Representative (APR), a designation conferred by the National Institute of Pension Administrators (NIPA). He is also an active member of the Relius Administration National Daily User Group (RANDUG) and the Association of Employee Benefit Planners of New Orleans (AEBPNO).

Joey Bender, APR – Vice President, New Business Development (Direct Line: 504-602-1301)
Graduated from the University of New Orleans in 1985 with a Bachelor Degree in Management. Has worked in the retirement plan administration business since 1990. Experience includes the design and installation of qualified retirement plans as well as day-to-day administration for 401(k), Profit Sharing, Money Purchase and SIMPLE plans. Joey is an Accredited Pension Representative (APR), a designation conferred by the National Institute of Pension Administrators (NIPA). He is also a member of the Greater New Orleans Executive Association (GNOEA) and the Association of Employee Benefit Planners of New Orleans (AEBPNO).

Toni Varnado, QKA – Senior Plan Analyst, Conversion Specialist (Direct Line: 504-602-1307)
Toni graduated cum laude from Loyola University New Orleans in 2002 with a Bachelor of Business Administration. She has worked in the field of retirement plan administration since 2001. Skills consist of daily administration of 401(k) and Profit Sharing plans, preparation of government forms including Forms 5500, 5558, and 1099R, and experience in Compliance Testing. She is an active member of the Relius Southern User Group and the Association of Employee Benefit Planners of New Orleans (AEBPNO). She is also a member of ASPPA (American Society of Pension Professionals & Actuaries) and has obtained the professional certification of QKA, Qualified 401(k) Administrator. She is now currently pursuing the professional certification of QPA, Qualified Pension Administrator.

Maureen Lambert – Senior Pension Administrator, Large Case Executive (Direct Line: 504-602-1306)
Maureen has been working in the retirement plan administration business since 2001. She attended the University of New Orleans. Experience includes daily administration of 401(k) and Profit Sharing plans, Compliance Testing, and preparation of government forms including Forms 5500, and 1099. She is a member of the Relius Southern User Group and the Association of Employee Benefit Planners of New Orleans (AEBPNO). She is also currently enrolled in the ASPPA (American Society of Pension Professionals & Actuaries) Education & Examination Program pursuing a professional certification of QKA, Qualified 401(k) Administrator.

Jamie Landry – Senior Pension Administrator (Direct Line: 504-602-1305)
Jamie graduated in 2004 from Our Lady of Holy Cross College with a Bachelor of Science degree in Business Administration with a concentration in Information Systems. She has been working in the retirement plan administration business since 2003. Her experience consists of daily administration of 401(k) and Profit Sharing plans, preparation of government forms including Forms 5500, 5558, and 1099R, and knowledge in Compliance Testing. She is an active member in the Association of Employee Benefit Planners of New Orleans (AEBPNO) and the Relius Southern User Group. She is also currently participating in the ASPPA (American Society of Pension Professionals & Actuaries) Education & Examination Program pursuing a professional certification of QKA, Qualified 401(k) Administrator.

Linda Montero – Senior Pension Administrator (Direct Line: 504-602-1303)
Linda has been working in the pension business since 1985. Prior to that, she worked in the accounting field and attended the University of New Orleans. Experience includes daily administration of 401(k), Profit Sharing, and Money Purchase Plans. In addition, while employed with a major offshore drilling firm, she also handled ESOP and Defined Benefit Plans.

Marion T. Schroder, ACS - Recordkeeping Manager (Direct Line: 504-602-1310)
As Recordkeeping Manager, Mrs. Schroder is responsible for overseeing the processing of contributions, dividends, loan payments, rollovers, distributions, and terminations for defined contribution plans; verifying all trade settlements and that all retirement plan assets and cash are reconciled to the custodian on a daily basis; researching fund mergers/closings to identify potential effects on current plan investments; and communicating daily with clients and trading institutions regarding the resolution of issues that arise. She has worked in the investment industry since 1990 and specifically with retirement investments since 1999, holding positions as Compliance Technical Specialist, Account Executive, and Pension Administrator prior to her current position as Recordkeeping Manager, where she supervises other employees.  Mrs. Schroder has completed courses at Tulane University and several Life Office Management Association and American Society of Pension Professionals & Actuaries courses. She also holds the designation of  Associate Customer Service Representative (ACS).