Location - Memphis, TN 

Professional Designations and Licenses: Qualified Pension Administrator (QPA), Qualified 401(k) Administrator (QKA), Qualified 401(k) Consultant (QKC)

Memberships: American Society of Pension Professionals & Actuaries (ASPPA)

Education: University of Memphis, Memphis, TN – Bachelor of Business Administration Accounting (BBA), (1989)

Contact: ktaylor [at] planadministration [dot] net or Download Vcard

Kristy’s Personal Mission Statement

 “My purpose is to provide quality service to my clients by assuring that their retirement plans are administered and operated efficiently.”

Kristy joined Plan Administration & Consulting, LLC in 2016 with over 20 years of experience in retirement plan administration.  Her background includes experience in daily and annual administration, compliance testing, financial reporting, tax preparation and consulting for defined contribution plans.

She has worked as a consultant on plan design issues and implementation, along with processing, calculating and reviewing all types of distributions.  In addition, she has processed and reconciled all ADP / ACP tests and prepared all related government forms for her clients.  She has considerable experience with 401(k), Profit Sharing, Safe Harbor and New Comparability plans and has performed technical research, while maintaining a thorough understanding and interpretation of all plan provisions.

 Kristy is accomplished in applying knowledge to handle complex problems and is a well-seasoned administrator capable of handling a broad scope of projects.  She anticipates change and will direct or re-direct her efforts where needed while constantly looking for and finding ways to improve operations.

 Committed to providing the highest quality of service to her clients, Kristy participates in ongoing education through her membership in the American Society of Pension Professionals & Actuaries. 

 We appreciate the value that Kristy brings to our clients and to the firm and look forward to her continuing contribution to our success.