Karen F. Dixon

Karen earned the certification of Qualified Pension Administrator (QPA) in 1997, and Qualified 401(k) Administrator (QKA) in December of 2002. QPAs assist employers, actuaries and consultants in performing functions such as determination of eligibility for benefits, benefit computations, plan record keeping, trust accounting, and disclosure and compliance activities as required under current pension law. The Qualified 401(k) Administrator (QKA) designation recognizes retirement plan professionals who work primarily with 401(k) plans. QKAs come from a variety of professional disciplines and assist employers and consultants with the recordkeeping, nondiscrimination testing, and administrative aspects of 401(k) and related defined contribution plans.  In October of 1999, Karen was appointed to ASPPA’s Women’s Pension Task Force and is a member of ASPPA’s Education and Examination Committee and Marketing Committee.  Karen was a featured speaker at ASPPA’s 2001 annual conference in Washington, D.C., frequently speaks at local and national accounting and administrative meetings and teaches various employee benefits classes for Lorman Education Services.

Patty H. Plumley, Senior Pension Administrator and Training Coordinator, has been a member of QPA’s management team since 1997. Patty has over 30 years of experience in administration of both retirement plans and personal trust accounts. She began her career with C & S National Bank in 1974 and earned promotions to Client Service Officer. Patty has obtained her American Society of Pension Professionals and Actuaries (ASPPA) certifications PA1/PA2, and is currently pursuing her C-2 designation. These specialized designations are awarded to candidates who meet specific criteria, and pass related exams, concerning qualified plan administration.

Alena Batovska (Alla), a citizen of Slovakia, came to the United States in 2003, and attended Augusta State University.  Alla was a member of the Augusta State University basketball team, and was named to the 2006-07 Peach Belt Conference Presidential Honor Roll.  Alla is also a member of Beta Gamma Sigma, which is an academic honor society for business administration students.  Membership in Beta Gamma Sigma is the highest recognition a business student in business anywhere in the world can receive in an undergraduate or master’s program at a school accredited by the AACSB– The International Association for Management Education. After her 2007 graduation from Augusta State University, with a degree in Business Management , Alla joined QPA as a plan administrator.  Alla is currently working toward her M.B.A. degree in Business Administration. Her interest is to complete the American Society of Pension Professionals and Actuaries certification as a Certified Pension Consultant. 

Coleman Cook, Plan Administrator, joined QPA in April of 2008.  Coleman graduated from Augusta State University in 2007 with a Bachelor's Degree in Business Administration concentrating in Finance.  While at Augusta State, Coleman was accepted into the Dean's Leadership Academy (a student advisory committee that assists with the direction of the Hull College of Business).  Coleman is currently working on obtaining the PA1/PA2 certification from the American Society of Pension Professionals and Actuaries.  He will also be working toward a M.B.A. in Accounting and Finance.

Joyce A. Hammett has been with QPA since 1998.  Joyce brought to the firm 20 years of experience with a CPA firm in the administrative department as Data Processing Supervisor, specializing in Practice Management, accounts receivable and network administration.  Joyce oversees quality control for QPA, as well as coordinating job scheduling and production of client reports. 

Christopher Ikerd, a graduate of Augusta State University with a Bachelor's of Business Administration in Finance, joined QPA in April of 2008 as a Plan Administrator.  Christopher is currently working toward his M.B.A. in Business Administration.  His interest is to complete the American Society of Pension Professionals and Actuaries certifications as a Certified Pension Consultant, the Series 6 and 7 Certifications and the Actuarial Certificate Program.

William B. Nunnallee (Bruce), joined QPA in 2006, and manages QPA's accounts receivable and practice management areas.  Bruce is retired from the U.S. Army, and also works with a local CPA firm managing their accounts receivable and practice management areas.

James P. Redmond, CRSP (Jim), joined QPA in 2001 as an Employee Benefits Specialist.  Jim has over 20 years experience in investment management and trust/retirement plan administration.  Working as a stockbroker beginning in 1980, he handled a broad array of client accounts including retirement plans.  From 1992 to 2001 he worked as Vice President and Trust Officer with SunTrust Bank specializing in retirement plan administration.  During that time, Jim earned the Certified Retirement Services Professional designation, based on a combination of work experience, training and multiple annual examinations.  Jim is our in-house research and compliance expert, as well as our marketing manager.  Jim frequently teaches Cafeteria Plan and Health Savings Account (HSA) seminars in Georgia and South Carolina for Lorman Education Services.

Curtis S. Williams ( Curt ),  Director of Human Resources and Pension Plan Administration, joined the firm in January, 2008. Curt has brought to the firm over 23 years in the Human Resources field along with 4 years in healthcare. Curt is currently working on his Professional in Human Resources certification and American Society of Pension Professionals and Actuaries certification.

Michael C. Williams (Mike), a graduate of Georgia Tech with a Bachelors of Science in Management, has a strong background in the financial services industry.  After working as a Management Associate with the Citizens and Southern National Bank, he worked as an Investment Advisor with Interstate/Johnson Lane, and Merrill Lynch.  His interest in retirement and estate planning led him to found Qualified Plan Design and Administration, Inc. in 1994.  During the next eight years Mike developed a varied client base of companies with employees ranging from 1 to 500.  In 2002, Mike accepted a position with Qualified Plan Administrators, Inc. and merged his client base with the existing clients of QPA.  It is Mike's intention to complete ASPPA certification and continue the development of his professional knowledge.

01/01/2008