Upcoming Compliance Deadlines for Calendar-Year Plans

Shannon Olivier

ACCOUNTING ADMINISTRATOR

Shannon graduated from the University of New Orleans in 2006 with a bachelor’s degree. She has worked in the retirement-plan industry since 2015 and is currently part of the RSG Accounts Receivable and Accounts Payable Department, which is responsible for preparing and sending of invoices, maintaining billing accounts and records, contacting clients for payment resolution, and processing of vendor payments.

You can reach Shannon via phone at 504-602-1309 or via email at [email protected].

Robert Brierre

INFORMATION SYSTEMS ANALYST

Robert graduated from Delgado Community College in 2010 with a degree in Computer Information Technologies. He has worked in the retirement-plan industry since 2012 and is currently the in house IT liaison. His duties include system design projects and implementation, as well as system advancements. Robert’s additional responsibilities include updating mutual fund changes in the MSCS BridgeNet and Relius Administration systems. Robert also provides daily support and troubleshooting services for plan sponsors and staff.

You can reach Robert via phone at 504-602-1310 or via email at [email protected]

Dondrack Smith, APA

SENIOR PLAN COMPLIANCE ADMINISTRATOR

You can reach Dondrack via phone at 504-602-1308 or via email at [email protected].

Nicole Young Diaz

PLAN COMPLIANCE ADMINISTRATOR

Nicole graduated from Loyola University New Orleans in 2005 with a Bachelor of Arts degree in graphic design and a specialization in marketing. Her areas of expertise include administration and daily recordkeeping of 401(k) and Profit Sharing plans, compliance testing and preparation of government forms.

You can reach Nicole via phone at 504-602-1318 or via email at [email protected]

Lisa Haydel Barone, APA

SR. CLIENT TRANSITION AND IMPLEMENTATION MANAGER

Lisa graduated from Loyola University New Orleans in 2010 with a degree in business administration and a specialization in marketing. She is currently responsible for the management of new client implementation including the input of plan specifications in the Relius Administration system, establishing customized plan transition timelines with new clients, and ensuring a smooth new plan installation and plan asset/record transfer. Lisa is a member of the National Institute of Pension Administrators (NIPA), where she has earned the Accredited Pension Administrator (APA) designation.

You can reach Lisa via phone at 504-602-1316 or via email at [email protected]

Jamie Landry

SENIOR PLAN COMPLIANCE ADMINISTRATOR / TEAM LEADER PLAN ACCOUNTING AND OPERATIONS

Jamie graduated in 2004 from the University of Holy Cross with a degree in business administration with a concentration in information systems. She has been working in the retirement plan administration business since 2003. Her areas of expertise include administration and daily recordkeeping of 401(k) and Profit-Sharing plans, compliance testing and preparation of government forms. She’s currently the team leader of the Plan Accounting and Operations departments at RSG.

You can reach Jamie via phone at 504-602-1305 or via email at at [email protected].

Travis Barker, QKA, TGPC

SENIOR PLAN COMPLIANCE ANALYST

Travis has worked in the retirement plan industry since 2010. His areas of expertise include administration and daily recordkeeping of 401(k), Profit Sharing, 403(b), and 457 plans, compliance testing and preparation of government forms. Travis is an active member of the American Society of Pension Professionals & Actuaries (ASPPA) and the National Tax-Deferred Savings Association (NTSA) where he has earned the professional designations of Qualified 401(k) Administrator (QKA) and Tax-Exempt & Governmental Plan Consultant (TGPC).

You can reach Travis via phone at 504-602-1314 or via email at [email protected]

Stephanie Bowles, QKA

MANAGER OF PLAN COMPLIANCE

Stephanie has been working in the retirement plan administration since 2009. She currently manages the functions of her administration team in completion and review of all required compliance testing, employer contribution calculations, and government forms. Stephanie is a credentialed member of American Society of Pension Professionals & Actuaries (ASPPA), where she earned the professional designation of a Qualified 401(k) Administrator (QKA) in 2016.

You can reach Stephanie via phone at 504-602-1311 or via email at [email protected]

Maureen Lambert, QKA

MANAGER OF PLAN COMPLIANCE

Maureen attended the University of New Orleans and, since 2001, has worked in the retirement plan administration industry with RSG. Her areas of expertise include administration and daily recordkeeping of 401(k) and Profit Sharing plans, compliance testing, and preparation of government forms. She currently manages a team of Plan Compliance administrators at RSG. She is a member of the Association of Employee Benefit Planners of New Orleans. Maureen holds the certification of Qualified 401(k) Administrator (QKA) from the American Society of Pension Professionals & Actuaries (ASPPA).

You can reach Maureen via phone at 504-602-1306 or via email at [email protected].

Maureen Elwick

DOCUMENT AND PLAN INSTALLATION COORDINATOR

Maureen is responsible for the management of new client implementation. Her experience includes plan document and amendment preparation, enrollment materials preparation, input of plan specifications into the Relius Administration system, fund investment information into the MSCS BridgeNet system and client remittance processes through RSG’s Data Validation Center. Maureen began her career in financial services in 1975 and has specialized in retirement plans since 1997.

You can reach Maureen via phone at 504-602-1304 or via email at [email protected].

Maryellen Richert

PLAN OPERATIONS ASSOCIATE

You can reach Maryellen via phone at 504-602-1312 or via email at [email protected].

Nicholas Caronna

PLAN ACCOUNTING ASSOCIATE

You can reach Nicholas via phone at 504-602-1319 or via email at [email protected].

Toni V. Superneau, ERPA, QPA, QKA

PRESIDENT

Toni has worked in the retirement plan field since 2001. Throughout her years in the industry, she has worked in plan installations and conversions, daily recordkeeping, and compliance administration. She currently oversees the Plan Compliance and Plan Accounting departments at RSG.

She is an active member of the American Society of Pension Professionals & Actuaries (ASPPA) having earned the professional designations of Qualified Pension Administrator (QPA) and Qualified 401(k) Administrator (QKA). She has served as an officer on the board of directors for the Association of Employee Benefit Planners of New Orleans and is enrolled to represent taxpayers before the Internal Revenue Service as an Enrolled Retirement Plan Agent (ERPA). Toni graduated from Loyola University New Orleans with a bachelor’s degree in Business Administration with concentrations in International Business and Marketing.

You can reach Toni via phone at 504-602-1307 or via email at [email protected]

Joey Bender, APR

FOUNDER

Joey graduated from the University of New Orleans in 1985 with a degree in management. He is a partner at RSG and has worked in retirement plan administration since 1990. His work experience includes the design and installation of qualified retirement plans as well as day-to-day administration of 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. He is also a member of the Greater New Orleans Executive Association and the Association of Employee Benefit Planners of New Orleans.

You can reach Joey via phone at 504-602-1301 or via email at [email protected]

Bob Guidry, APR

FOUNDER – EMERITUS

Bob graduated from Loyola University in 1983 with a degree in computer science. He is a partner at RSG and 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. He is also a member of the Relius Administration National Daily User Group and the Association of Employee Benefit Planners of New Orleans.