Amy Eggert, Pension Consultant

Amy began her career in the retirement plan industry in 1998.  Before joining Polycomp in 2005, she worked for two small TPA firms in Sacramento where in addition to trust accounting, compliance testing, and preparation of governmental filings, she assisted participants in plan education and loans and distributions. With this extensive administration experience, Amy brings a well-rounded perspective to plan design.  She specializes in takeovers of existing plans and educational seminars on retirement plan basics.

A graduate from U.C. Davis with a Bachelor of Arts in Sociology, Amy has earned her QKA (Qualified 401(k) Administrator) designation from ASPPA (American Society of Pension Professionals and Actuaries) and is President of the Board of Directors for the Sacramento Chapter of NIPA (National Institute of Pension Administrators).  She enjoys cooking, classical piano, and distance swimming.

E-mail: AEggert@polycomp.net