Our Qualified Plan Experts | Polycomp Administrative Services, Inc.

Our Qualified Plan Experts

It all starts here. Getting to know you and your clients' needs is our top priority. Our expert retirement plan consultants create customized plans to fit any client need.

Determining the optimum Qualified Retirement Plan requires analysis and discussion. We’re here to help you get answers to your questions and work with your financial and legal team. Our client consultants are seasoned experts in helping understand your options, the process involved in establishing the plan, and how the quality of the plan and administration makes all the difference. Just give us a call or email one of our client consultants listed below.

Joe Cattivera, Sales Manager

Joe Cattivera has over 20 years of experience in qualified retirement plans and brings expertise in operations management and relationship building to his role as Qualified Plans Sales Manager. Prior to joining Polycomp, Joe managed several retirement plan functional areas at T. Rowe Price and the Capital Group Companies.

Joe’s focus is on assisting Polycomp qualified plan consultants to foster and build relationships with the retirement plan community including CPA’s, financial planners and other client advisors. 

Joe graduated from Colby College in Waterville, Maine in 1991, with a B.A. in Sociology.

Joe Cattivera

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Janelle Rango, APA, Pension Consultant

Janelle Rango has been working with Qualified Retirement Plans since 1998. She began her career as a Trust Associate and as her knowledge of retirement plans increased, she has had the opportunity to work in various aspects of retirement plan administration, emphasizing on compliance related issues and plan design options. Janelle continues to stay current with industry trends and IRS regulation updates by attending qualified retirement conferences, webinars, and consulting with leading pension industry professionals. Throughout her career she has facilitated pension training classes, client enrollment meetings and lunch and learn events.

In 2014, Janelle returned to Polycomp as a Compliance Consultant. She has excelled in earning her clients’ trust by working closely with them on an ongoing basis to ensure their retirement objectives and current plan design features are in alignment. Janelle believes and promotes Polycomp’s mission to take care of the details for our clients in order for them to focus on their business goals. She finds it both rewarding and vitalizing to watch the retirement plan design magic in motion, from the initial plan set up to the final stages years later when the owners are ready to retire, knowing she was part of making that reality happen.

As a new member of the Sales Team in our Roseville office, Janelle works closely with financial advisors, tax professionals, and business owners to consult and create a custom retirement plan design that maximizes tax savings and retirement goals for the owners, while providing a robust retirement plan to their employees.

Janelle is a member of the National Institute of Pension Administrators (NIPA) and has acquired the Accredited Pension Administrator (APA) designation.

Janelle graduated with a Bachelor of Science in Business Administration with a concentration in Human Resources from California State University, Chico.

Janelle Rango

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Pam Stitt, QKA, Pension Consultant & Client Advocate

As Polycomp's Pension Consultant and Client Advocate, Pam is responsible for ensuring our clients receive exceptional service.

With more than 30 years of qualified plan experience, Pam brings expertise, as well as an empathetic demeanor, to this role and her interactions. Since joining Polycomp, she has held the positions of Pension Administrative Consultant, Marketing Pension Consultant, and Administration Team Manager.

Pam has been described by both colleagues and clients as bringing a “calming presence” to discussions, being “very understandable and helpful,” and providing a high level of “credibility and professionalism.” This compassion along with her consultative skills and ability to decode convoluted regulations into everyday language makes Pam a natural fit for the Client Advocate position.

Polycomp clients are encouraged to contact Pam with feedback regarding Polycomp service.

Pam Stitt

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Phil Giles, QKA, Pension Consultant

Phil Giles has worked in various aspects of the Financial Services Industry since 1992 – primarily helping individuals and small businesses set up and manage retirement savings plans. In 2008 he transitioned into the administrative side of the Retirement Plan Industry and has gained in-depth expertise in operations, compliance, plan administration, and relationship management. A teacher-at-heart, Phil enjoys deciphering complex things and making them easy for others to understand.

As a Retirement Plan Consultant with Polycomp, Phil works closely with financial advisors and tax professionals to create customized plan design solutions – helping business owners maximize tax savings and retirement contributions.

Phil is a member of the American Society of Pension Professionals and Actuaries (ASPPA) and has acquired the Qualified 401(k) Administrator (QKA) designation.

Phil Giles

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Scott Ann Setzer, Senior Pension Consultant

Scott Ann Setzer has over 35 years experience and expertise in employee benefits consulting. Scott has given thousands of presentations to both large and small groups consisting of privately and publicly held corporations, CPAs, attorneys, financial advisors, employers and employees. In addition, Scott has proven to be “one stick of dynamite” as a professional and motivational speaker.

She began her career developing benefit programs for employers and eventually made the transition into sales and marketing. Scott has extensive training with the National Institute of Pension Administrators (NIPA), American Society of Pension Professionals and Actuaries (ASPPA), and American Law Institute-American Bar Association (ALI-ABA). Scott sits on the Board of Directors of the San Diego Chapter of the Western Pension & Benefit Conference and is a member of the National Institute of Pension Administrators (NIPA) and the National Speakers Association.

Scott graduated with a Bachelor of Arts in Sociology from California State University, Sacramento, where she pursued her MBA before jumping into the employee benefits field.

Scott Setzer

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Tali Vaughn, QKA, Pension Consultant

Tali Vaughn’s Pension related career began in 2003 when she began working in Compliance and Third Party Administration. Tali spent her career honing her expertise and knowledge of all facets of retirement plan administration, compliance, and design. She quickly obtained her American Society of Pension Professional & Actuaries (ASPPA) accredited Qualified 401(k) Administration (QKA) designation along with her Tax-Exempt & Governmental Plan Consultant (TGPC) certificate. Education never stops with Tali as she continues to maintain and expand her knowledge in all things Benefit and Retirement related.

Early in her career, Tali worked closely with Construction related clients. She found that she gravitated towards those working in the public works (prevailing wage) arena to help them meet their bona fide benefit plan obligations. Tali’s background as a Bookkeeper and Office Manager for Contractors has given her knowledge and familiarity with certified payroll, government contracts, and a unique understanding of the prevailing wage contractor. Although Tali enjoyed working on all qualified retirement plan types the prevailing wage contractor and their needs still have her heart.

In 2012, Tali joined Polycomp’s Qualified Plan team as a Senior Consultant. Tali’s ability to understand her employer clients and build deep, trusting relationships has catapulted her onto the front lines. As hard as it has been for Tali, in 2017 Tali relinquished her Consultant and Administrative roles and stepped into sales in our Polycomp San Diego office. Tali has shown that she has what it takes to build trusted relationships and excel.

Tali takes pride in her dedication to client service and her enthusiasm for all thing retirement. She thrives on helping her clients and referral sources to design the right plan for the right employer.

Tali Vaughn

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