Sharon has an extensive background in human resources and retirement plan administration. She has worked with plans of varying size and complexity. Sharon works closely with the RKG team on compliance reviews and plan documents.

Tricia has spent over 25 years working on 401(k)’s, 403(b)’s, 457 and Cash Balance plans.  She has worked with various recordkeepers and has been a successful advisor which provides insight into what the plan sponsor, participants and financial advisors are looking for.  Her thoughtful approach to plan design and deep understanding of the business set her apart. Combined with her passion and enthusiasm for working with plan sponsors and participants, clients can expect a truly elevated level of customer service.

After working for National City Bank (now PNC) as an internal auditor, Brenda began a 30-year career working with retirement plans, performing all aspects of plan administration for 403(b), 401(k) and Profit-Sharing plans with anywhere from 1 to 500 participants. She has assisted hundreds of employers overseeing the operational and technical aspects of their retirement plan and has worked with numerous financial and legal professionals helping to design, maintain and resolve retirement plan issues.

Colleen has worked with several hundred employers over her career and specializes with small businesses across a wide variety of industries.  She focuses on helping her clients manage their 401(k) plan’s compliance and operational aspects.  She enjoys assisting her clients understand their plans and utilize them to their fullest potential. 

Stacie worked as an attorney and in financial services. She took some time away from the industry to focus on her growing family.  Stacie joined RKG early in 2023 and works with new clients to assist them with onboarding and provides support to the plan administration team.

Michelle has been working with retirement plans for over 35 years, performing all aspects of plan administration for 401(k), Profit-Sharing and 403(b) plans. She handles retirement plans for the solo professional, plans with 1000+ participants, and plans with every number in between.

She has assisted hundreds of employers overseeing the operational and technical aspects of their retirement plan and has worked with numerous financial and legal professionals helping to design, maintain and resolve retirement plan issues.

​As an emerging professional in the Retirement Plan Administration industry, Modest is bringing 25+ years of experience as a Software Engineer and an IT professional who has developed and managed legacy systems that have allowed for successful interactions between internal and external partners at the Plain Dealer Publishing Co. In a changing environment with AI and new technological enhancements, Modest is excited to apply his skills in problem-solving, process optimization, and delivering reliable solutions across systems to support retirement plan operations, developing best practices, and helping clients achieve their long-term financial goals with qualified retirement plans.

Alec began his career in the Retirement Plan industry working at a privately-held TPA and Recordkeeping firm. He brings 11 years of experience in the retirement plan industry, with knowledge in all aspects of 401(k), 403(b), and Profit-Sharing plan administration. Alec has worked with plans from as little as 1 participant to audit plans with over 1000 participants, and dedicates the same time, service, and expertise no matter the plan size. Alec has worked in several roles within the TPA and Recordkeeping industry, and he brings valuable experience on both the administration and consulting side of retirement plans. Through his working relationships with Plan Sponsors, CPAs, financial advisors, and any outside service partners, Alec is able to provide clear, efficient, and compliant service in every aspect of retirement plan administration. Alec values building relationships with his clients, and strives himself to provide quick, reliable, and excellent service to each client.

Lisa has more than 21 years of experience in the retirement plan industry, including over 14 years in new client onboarding.  She has helped hundreds of Plan Sponsors to implement their 401(k), 403(b) and Profit-Sharing plans.  Lisa works closely with Plan Sponsors, their Financial Advisors and Recordkeeper partners, providing clear communication and support to ensure a positive experience. 

Lisa also holds a Qualified 401(k) Administrator (QKA) certification and is a member of the American Society of Pension Professionals & Actuaries (ASPPA).