Company Profile
As a fee for services provider, Cache Pension Services, Inc.
assists employers in the design, implementation, administration and
communication of a wide range of retirement plans. We are committed to
providing these services to our clients in a timely, accurate and
cost-effective manner.
Our benefit professionals are dedicated to helping employers
implement retirement plans that promote corporate goals and
objectives, control costs and give employees a sense of security.
Plans currently under administration include 401(k) and profit
sharing plans, including plans with age-based and new comparability
allocation schedules, money purchase, ESOPs, target benefit and
defined benefit pension plans, SEPs and SARSEPs and
403(b)/tax-sheltered annuity arrangements. Plans under administration
have from one (1) to five thousand (5,000) participants. The total
assets of plans using Cache’s services exceed $200,000,000 and total
participant count exceeds 20,000.
Our Staff and Resources
Cache Pension Services, Inc. employs 15 experienced employees in
four locations of which 3 constitute the management staff. The
impressive credentials of our staff include 3 Certified Pension
Consultants (CPC), 5 Qualified Pension Administrators (QPA), 2
Qualified 401(k) Administrators (QKA), 3 Accredited Pension
Administrators (APA), and an Attorney. Additionally, 7 of Cache's
employees are currently pursuing professional designations or
additional designations. The
above-mentioned designations and the memberships in pension
organizations, as well as affiliations within the retirement industry,
create a very notable staff.
A combined office space of approximately 5,500 square feet, coupled
with state-of-the-art computer systems and the very latest technology,
offers unmatched resources in the field.
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J. Michael Pruett, CPC, QPA,
APA
President/Founder/Owner |
| He is a member of the Texas and
Nebraska bars, the Federal District Court of Nebraska and the
United States Tax Court. He has served as the Examination Chair of
the Education and Examination Committee of the American Society of
Pension Professionals and Actuaries (ASPPA). He was the President
of the National Institute of Pension Administrators (NIPA) for the
2000/2001 term and has served as Senior Editor of and a regular
columnist to the Journal of Pension Benefits.
Aside from his accomplishments outside of Cache, Mike’s responsibilities include marketing,
consulting, and pension administration. He also serves as a mentor
to his co-workers.
Mike is an attorney, a Certified Pension Consultant (CPC), a
Qualified Pension Administrator (QPA), an Accredited Pension
Administrator (APA). He is also a member of both the American
Society of Pension
Professionals and Actuaries (ASPPA) and the National Institute of
Pension Administrators (NIPA) as well as the Pacific Coast Tax
Exempt/Government Entities (IRS) Council.
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Jean Stuart, CPC, QPA, APA
Vice-President/Owner
Joined Cache in 1988 |
| She is responsible for plan
administration services and the firm’s financial reporting. She
has over 20 years of other management experience and over fifteen
years in the pension industry. Jean is a Certified Pension
Consultant (CPC), Qualified Pension Administrator (QPA) and an
Accredited Pension Administrator (APA). She is also a member of
both the American Society of Pension Professionals and Actuaries
(ASPPA) and the National Institute of Pension Administrators
(NIPA).
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Cathy Teagarden, CPC, QPA
Compliance Manager
Joined Cache in 2003
Located in our Anchorage, AK Office |
| Cathy is responsible for plan
administration, consulting and document preparation. Cathy joined
Cache following sixteen years of pension
administration and pension related consulting experience.
Cathy is a Certified Pension Consultant (CPC) and a Qualified
Pension Administrator (QPA). She is also a member of the American
Society of Pension Professionals and Actuaries (ASPPA).
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Angela Wojtaszek, QPA, QKA
Pension Administrator
Joined Cache in 2006
Located in our State College, PA Office |
| Angela utilizes her ten years of
experience in the pension industry to administer multifaceted
retirement plans. Angela has an Associates degree in Business
Administration. She is a Qualified Pension Administrator (QPA) and
a Qualified 401(k) Administrator (QKA). She is also a member of
the American Society of Pension Professionals and Actuaries
(ASPPA).
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Nina Cowart, QPA, QKA
Pension Administrator
Joined Cache in 1998
Located in our State College, PA Office |
Nina has a Bachelor of Arts degree in
Actuarial Studies and Accounting.
She is a Qualified Pension Administrator (QPA) and a Qualified
401(k) Administrator (QKA)
and is a member of the American Society of
Pension Professionals and Actuaries (ASPPA).
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Danial Allen
Pension Administrator
Joined Cache in 2005
Located in our Anchorage, AK Office |
Danial has a Bachelor of Business
Administration in Business Management.
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Chelsey Evens
Pension Administrator/Reno Facilities Coordinator
Joined Cache in 2008
Located in our Reno, NV Office |
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Chelsey has several years of experience in
employee benefits, human resources and payroll management. She is
currently working towards her National Institute of Pension
Administrators (NIPA) designations.
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Linda Adee
Trust Accountant/Loan Processor
Joined Cache in 2002
Located in our Redmond, OR Office |
| Prior to joining Cache, Linda worked in the accounting industry for more
than 20 years. Linda has an Associates degree in Business
Administration and Computer Accounting.
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Margie Powers, APA
Pension Administrator/Document Specialist
Joined Cache in 2002
Located in our Anchorage, AK Office |
Margie has a Bachelors of Business Administration in Accounting.
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Heather Lang
Distributions and Corrections Team Leader
Joined Cache in 2008
Located in our Reno, NV Office |
Heather has experience in retail management and customer
service. She is actively pursuing her National Institute of
Pension Administrators (NIPA) designations.
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Jessica DePaoli
Distribution Administrator
Joined Cache in 2010
Located in our Reno, NV Office |
Born and raised in Reno, NV, Jessica has 15 years of
Accounting and Payroll experience.
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Gretta Glosser
Internal Accounting/Distributions Administrator
Joined Cache in 2002
Located in our Anchorage, AK Office |
Gretta has a Bachelors of Science
degree in Information Technology Management.
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Sherrill Wirtenson
Administrative Assistant
Joined Cache in 2010
Located in our Anchorage, AK Office |
Sherrill brings 6 years of banking
and management experience to Cache.
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Faye Toombs
Document Scanning
Joined Cache in 2002
Located in our Anchorage, AK Office |
Faye has worked in the professional
office atmosphere for nearly 20 years.
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