Ann has been with PEI since 2001 and has over 15 years of experience in the financial/retirement industry. She works directly with service providers to research their recordkeeping capabilities, service offering and fee structures. As a member of the Provider Solutions Group, Ann is mainly responsible for project management, maintaining and updating PEI’s proprietary DC service provider database, conducting service provider surveys, and providing overall assistance as needed for client provider search and fee analysis projects. Prior to joining the Provider Solutions Group, Ann facilitated in the development of PEI’s proprietary client reporting system while serving a dual role as an investment analyst and manager of PEI’s Client Service Group.
Ann is a graduate of Bloomsburg University with a BA in Anthropology.