Katholeen McCall, APA, ERPA

As owner of Guaranteed Pension Service, Ms. McCall’s expertise in the area of qualified plan’s has provided businesses with qualified plan services throughout the U.S.  She specializes in integrating retirement plan design and administration with strategic business planning.  This approach, developed from experience in administration, management and marketing facilitates business objectives.  She currently maintains and provides services for over 150 employer sponsored qualified retirement plans as well as consulting services to other third party administration firms. Ms. McCall graduated from Chapman University in Orange, CA with a degree in biology with a minor in chemistry.  Her career began in 1980 as an Actuarial Specialist at Pacific Mutual Life Insurance Company of Newport Beach transitioning into administration, department management and private consulting.  Ms. McCall holds an Accredited Pension Administrator (APA) designation and an Enrolled Retirement Plan Agent (ERPA). As an active member of the National Institute of Pension Administrators (NIPA), Ms. McCall currently serves on the Orange County Chapter of NIPA, has served on the national education and examination committee for the APA accreditation program and has spoken at various professional seminars and workshops in addition to having authored articles for several pension publications.