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 the Director of Compliance, Julie serves in helping to lead RKG’s administration team. She consults retirement plan sponsors, reviewing and addressing their financial goals by customizing personalized plan designs. Julie also works closely with financial advisors, CPAs and all partnering service providers to ensure plan sponsors receive a comprehensive, well-rounded analysis of both short and long-term retirement objectives, while keeping in compliance with government rules and regulations.  Prior to RKG, Julie worked for a number of retirement services companies in the industry, managing traditional Defined Benefit plans, Cash Balance plans, and 401(k) / Profit Sharing plans ranging from small “owner only” employers, to large employers with over 2,000 employees. In recent years, Julie has specialized in administering Cash Balance plans for small business owners across various industries, creating opportunities for the businesses and their employees through a combined design with Defined Contribution plans.   

​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.

Jenny leads RKG’s consulting team, bringing over 15 years of experience in defined contribution retirement plans. She collaborates closely with plan sponsors, financial advisors, CPAs, and other service partners to ensure accuracy, efficiency, and regulatory compliance. Jenny is committed to delivering exceptional client service by providing clear communication and customized retirement plan solutions. By combining her technical expertise with a consultative approach, Jenny aims to assist plan sponsors with achieving their organization’s objectives.

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