Katie E. Pennethy, QKA

Work Experience

Katie is a Member of Starbridge Benefits Solutions, joining the firm in 2019 after a 20-year finance career in the automotive supply industry.  Her previous industry experience includes general ledger accounting, budgeting and analysis of transactions, billing and collecting, and dealing with customers. 

As a retirement plan administrator and consultant, she handles all aspects of plan administration for profit sharing and 401(k) plans.

Education

      Florida Southern College

      Bachelor of Science in Psychology

Professional Membership and Certification

 American Society of Pension Professionals and Actuaries:  Qualified 401(K) Administrator (QKA)

Representative Projects

• Annual recordkeeping and compliance testing
• Preparation of annual reports and filings with governmental agencies
• Plan design and preparation of plan documents
• Processing of distribution documents and governmental filings