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Annie Messer, AIF, CPFA, NQPA, QKA

President- Member Relations

Pension Resource Institute

Professional Bio

Annie Messer, AIF®, CPFA®, NQPA, QKA®, RCC, is President of Member Relations at Pension Resource Institute and Vice President of Fiduciary Services at Group Plan Systems. Annie focuses on enhancing the PRI member experience through technical content development, rule monitoring, training, case consultation, and compliance support for member firms. Annie gained extensive experience through a career serving in a variety of roles, including planning, development, and support of retirement plan business, retirement technology solutions, fiduciary resources, regulatory and retirement education, ERISA compliance, and leading the RIA and retirement supervision teams of a large independent Broker-dealer/RIA.

Organization

Pension Resource Institute
5500 Preston Rd., Ste. 250
Dallas, TX 75205
United States
NSCP Logo Member