I enjoy interacting with clients and using financial analytics to find solutions for them.
Gloria is a veteran in the pension administration industry with over 37 years of experience. At AEPG, Gloria specializes in 401(k)/defined contribution retirement plans and employee benefits. She is responsible for preparing retirement plan valuations, studies, and proposals for our clients and also works on all aspects of retirement plan design and regulatory and consulting issues.
Prior to joining AEPG, Gloria worked at IPA Northeast providing consulting services to balance forward and daily valuation 401(k) plans, with responsibility for all advanced testing (including new comparability plans) and for all aspects of compliance testing. She has experience with plans ranging in size from one to several thousand participants.
Gloria is a member of the American Society of Pension Professionals & Actuaries (ASPPA) and holds the Qualified 401(k) Administrator (QKA) designation. Gloria earned a bachelor’s degree in mathematics from Montclair State University, and she is fluent in Spanish. In her spare time Gloria keeps busy with her four young grandchildren and she enjoys traveling