Regina Montrony is Manager of 403(b) Services, acting as liaison between the Plan Sponsor, our recordkeeping provider and advisors. She is the point of contact for questions regarding administration and the day-to-day operation of clients’ accounts. Regina provides technical guidance and support with respect to regulatory and legislative issues impacting the 403(b) plan.
She has been involved with retirement planning and client consultation and has been with the organization for over ten years.
Regina earned a Qualified 401(k) Administrator (QKA) designation and is currently pursuing the Qualified Pension Administrator (QPA) designation sponsored by the American Society of Pension Professionals & Actuaries (ASPPA). She received a Bachelor of Science degree from the University at Stony Brook in Applied Mathematics and Statistics.View Topics →