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Board of Directors


 

President/ Liaison
Patricia Perry, QKA
Pension Corporation of America
2133 Luray Ave
Cincinnati, OH 45206-2604
Tel: (513) 719-4176
Fax: (513) 281-1799
pperry@pencorp.com


Patricia Perry, QKA is a Conversion Specialist for Pension Corporation of America located in Cincinnati, Ohio. Patty has over 17 years of experience in the retirement plan services industry. Patty has been a member of the ABC of Greater Cincinnati since 2004 and served on the board in multiple capacities prior to becoming this year’s President Elect.


 

President Elect
Rebekah Whitaker, QKA
Pension Corporation of America
2133 Luray Ave
Cincinnati, OH 45206-2604
Tel: (513) 719-4169
Fax: (513) 281-3389
rwhitaker@pencorp.com


Rebekah H. Whitaker, QKA serves as General Legal Counsel for Pension Corporation of America located in Cincinnati, Ohio. Rebekah has over 23 years of experience in employee benefit plan design, implementation, administration, and compliance. Prior to joining Pension Corporation of America, Rebekah was a partner in the Tennessee AV rated law firm of Grant, Konvalinka & Harrison PC, where she focused her practice on employee benefits and personal tax planning. In Tennessee, she served as an adjunct instructor at the University of Tennessee at Chattanooga and she currently serves as an adjunct instructor at National College at its Florence, Kentucky location. Rebekah earned her QKA certification in 2009.

 

Secretary     
Urmez K. Hozdar, MBA,QKA
Creative Retirement Systems, Inc.
5871 Cheviot Road, Suite 6
Cincinnati, OH 45247
Phone: (513) 741-5800 Ext. 102
Fax:   (513) 741-5804
Urmez@crs401k.com



 

Treasurer /Vice President of Membership
Seth Priestle, QKA
Pension Corporation of America
2133 Luray Ave
Cincinnati, OH 45206-2604
Tel: (513) 281-3366
Fax: (513) 281-1799
spriestle@pencorp.com



 

Vice President of Programming
Jayne L. Gaffney, QPA
Sheakley Pension Administration
One Sheakley Way
Cincinnati, OH  45246
Tel: (513) 618-1191
Fax: (513) 326-4661
jgaffney@sheakley.com


Jayne L. Gaffney, QPA, has worked in the qualified retirement plan industry for 20 years. She is Vice President of Sheakley Pension Administration, a Third Party Administrator headquartered in Cincinnati, OH. Jayne earned her QPA certification in 1992.

Officer of Programming
David Swaney
The Standard Insurance Company
312 Elm Street, Suite 1550
Cincinnati, OH 45202
Tel: (513) 826-3925
Fax: (888) 288-1275
dswaney@standard.com



 

Director
Clare Williford, QKA
Pension Corporation of America
2133 Luray Ave
Cincinnati, OH 45206-2604
Tel: (513) 281-3366
Fax: (513) 281.1799
cwillifo@pencorp.com 


 

Director
Bret Clark
Thompson Hine LLP
312 Walnut Street, Suite 1400
Cincinnati, OH 45202
Tel: (513) 352-6639
Fax: (513) 241-4771
Bret.clark@thompsonhine.com


 

Director
Brenda S. Baker, QKA
Tri-State Plan Administrator, Inc
30 Garfield Place, Suite 520
Cincinnati, Oh 45202
Tel: (513)  651-1880
Fax: (513)  651-9565
bbaker@tri-stateplan.com

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