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About Us

Pension Plan Services, Inc. was established in 1976 as a professional company that provides administrative, actuarial, and consulting services. We pride ourselves in giving individualized customer service that makes the administration of retirement plans a lot easier for business owners and plan administrators. Our culture is designed to give our clients the best of both a personal one-person-contact along with years of retirement expertise and services.

With over 500 plus clients and over 10,000 individual employees, Pension Plan Services, Inc. is committed in providing hard-working business owners and employees a safe and dependable TPA that will prepare them for a secure retirement.

After 39 years of business, we remain committed to serving financial advisors, small business owners, and their employees across the country.

Our People

Pension Plan Services, Inc.'s greatest asset is its team of experienced professionals. Our clients are served by employees who not only have a strong professional drive but also understand the need for personal service. They are committed to providing our clients with friendly, courteous, responsive, and personalized service of superior quality. With over 30 years of experience, you are sure to get the expertise and professional service along with the personal touch of working with a friendly individual.


Keith Williams, QPA, QKAKeith Williams, QPA, QKA
President & Sr. Pension Administrator
Phone: 810-695-4955 ext.326
kwilliams@ppsmi.com

Keith is the President of Pension Plan Services, Inc. He has over 30 years of experience in tax-qualified retirement plan design and administration. Keith is actively involved with the initial client's design and implementation of the many different retirement plan options. Keith received his BBA from the University of Michigan and has received his designation for Qualified 401(k) Administrator (QKA) and Qualified Pension Administrator (QPA) from the American Society of Pension Professionals and Actuaries.

Keith likes to spend his time watching college sports and is an avid Wolverine fan. Some of Keith's hobbies he enjoys are gardening and camping. He enjoys spending time at his church and most of all he enjoys the time he gets with his wife Theresa and their two children.


Tammy Lewis, QKATamara M. Lewis, QKA
Vice President & Director of Operations
Phone: 810-695-4955 ext.321
tlewis@ppsmi.com

Tamara manages plan design, implementation, and ongoing administration of defined contribution plans including all aspects of ERISA and Internal Revenue Code compliance. With over 25 years of experience in retirement plan design, administration and communications, she has been instrumental in improving the administration of our clients' plans by streamlining procedures and reporting for our clients.

Tamara received her BA in business in 1996. In 2003, she was awarded the Qualified 401k Administrator (QKA) designation by the American Society of Pension Professionals and Actuaries for demonstrating excellence in the field of pension administration and consulting.

In her free time she enjoys reading and spending time with her two boys.


Patricia K. Dickerson, MSA, QKAPatricia K. Dickerson, MSA, QKA
Director of Administration
Phone: 810-695-4955 ext.307
pdickerson@ppsmi.com

Possessing more than 10 years of industry experience, Patty specializes in defined contribution plan administration, including plan design and implementation for 401(k) and profit sharing plans. She is responsible for annual compliance testing, including complex cross-testing calculations, annual trust accounting, Form 5500 preparation, existing plan conversions, and record-keeping for balance forward plans.

Patty obtained her BBA in Finance from Western Michigan University in 2005 and her MS in Accounting from the University of Michigan-Flint in 2014. She earned her Qualified 401(k) Administrator (QKA) designation from the American Society of Pension Professionals and Actuaries in 2009.

In her free time, Patty enjoys reading, boating and playing with her young daughter.


Karen CastaldiKaren Castaldi
Sr. Pension Administrator
Phone: 810-695-4955 ext.323
kcastaldi@ppsmi.com

Karen has been in the pension plan retirement industry over 17 years. As a plan administrator, she is responsible for day-to-day activity within your retirement plan. As a client, you will be able to talk with her directly to address questions relating to the operation of your plan, e.g., compliance testing, distributions, loans, and any other related issues. She joined Pension Plan Services in 2012

Karen has a Bachelor of Science degree from Purdue University and is currently preparing for the Qualified 401(k) Administrator (QKA) exams. This is a designation from the American Society of Pension Professionals and Actuaries.

She is the mother of three sons and volunteers as an executive board member of the Lake Orion Youth Baseball League. She enjoys walking, spending time with her sons, listening to her son play bassoon in the Oakland Youth Orchestra and is a fan of Tigers baseball.


Tom ChambersTom Chambers
Pension Administrator
Phone: 810-695-4955 ext.322
tchambers@ppsmi.com

Tom's responsibilities include the day-to-day administration of 401(k) plans. He is directly involved with all aspects of retirement services, distribution and loan processing, compliance testing as well as annual IRS filings. Tom joined Pension Plan Services in 2013. Tom came with 7 years of industry experience in financial services as a stock option trader and mutual fund allocation analysts.    

Tom attended Grand Valley State University majoring in Mechanical Engineering and has an associate's degree in Applied Sciences from Mott Community College.


Angela BrightAngela Bright
Staff Administrator
Phone: 810-695-4955 ext.320
abright@ppsmi.com

Angela joined Pension Plan Services, Inc. in 2014 with her vast experience in customer service and administration. She is involved in a vital part of our administrative process. She performs administrative and office activities for the multiple plan administrators which can include sending and receiving client correspondence. She is also learning and beginning to understand the intricacies behind the retirement business. Angela obtained her BBA in Marketing and Accounting from the University of Michigan – Flint.

In Angela's free time, she enjoys reading, listening to music and shopping.


Deborah KowalczykDeborah Kowalczyk
Controller
Phone: 810-695-4955 ext.328
dkowalczyk@ppsmi.com

Deborah's responsibilities include managing Pension Plan Services, Inc.'s financial records such as recording financial transactions, managing payroll, submitting invoices, and account reconciliation. Other responsibilities include the day-to-day administration of client benefit plans. She is directly involved with all aspects of participant recordkeeping, distribution, and loan processing. Deborah joined Pension Plan Services, Inc. in 1985 with an excellent background in accounting systems.

Deborah attended Mott Community College. In her spare time she enjoys spending time with her family, hiking, biking and traveling.


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8263 S. Saginaw, Suite 1
Grand Blanc, MI 48439

Phone : 810-695-4955
Fax :810-695-8754
info@ppsmi.com





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