Yes, we get the numbers right. And we’re very good at designing tax advantaged retirement plan strategies for our clients. But it’s The Pension Source team that makes those things happen. One of the many strengths of our team is a commitment to ongoing education. Our professional staff offers extensive experience in number of fields, from finance to legal. And many of us hold certifications from the American Society of Pension Professionals and Actuaries (ASPPA), which signifies expertise in specific areas of retirement planning.
Another strength our people share is their willingness to make business personal. We’re dealing in retirement planning, after all, an endeavor linked to an individual’s view of the future. We think that’s very personal, which is why we make a point of getting to know our clients and their aspirations.
The Pension Source has much to offer:
integrity, intelligence, accuracy, flexibility. And a good deal more. But the best thing we have to offer our clients is the people who work here.
Glen Hughes | ERPA, QPA, QKA
Glen is the founder of The Pension Source, Inc. He is a plan design specialist with more than 35 years of experience. As President and plan design specialist, Glen’s primary responsibility is overseeing the entire operation and to supervise plan design and actuarial work for our 401(k) and Defined Benefit plans
Glen holds a Bachelor of Science from Purdue University with a degree in Aeronautical Engineering. He is a member of the American Society of Pension Professionals and Actuaries and is an Enrolled Retirement Plan Agent (ERPA), Qualified Pension Administrator (QPA) and Qualified 401(k) Administrator (QKA).
Jason Grant | ERPA, QPA, QKA
Director of Operations
Barbara has over 20 years of operations and marketing experience and is responsible for managing and overseeing our day-to-day operations. She collaborates with the management team to focus on best practices for desired client service outcomes, human resource compliance, and marketing. Her daily focus is to ensure the business functions smoothly. She is results oriented with a high sense of leadership and uncompromising integrity. She is a member of the Society of Human Resources (SHRM), Martin County Human Resources and Human Resource Association of Palm Beach County as well as a LEADERship Alumni of the Stuart Martin County Chamber of Commerce Class 29.
Barbara received the Outstanding Marketing and Management award at Palm Beach State College where she received her degree in Business Administration and Marketing.
Barbara enjoys spending time with her family, reading and boating.
Deann (Dee) Ferrell is our Business Development Specialist. In this role, Dee’s primary focus is to develop new business opportunities for The Pension Source. She coordinates new business meetings with prospective clients, CPAs and financial advisors, attends various Chamber events throughout Martin and St. Lucie Counties and assists our Plan Administrators in collecting plan document information for new clients.
Her diverse background in office management, administrative support, and sales combined with her attention to detail provided the perfect foundation for the Business Development position. Prior to joining The Pension Source, Dee was an Area Manager for a Non-Profit Organization responsible for maintaining budget, payroll, and managing staff.
Dee is originally from the Midwest where “pop” and “Euchre” are common. In her free time, Dee enjoys spending time with her family and on the water. Her future goal is to become a Plan Administrator and plans on obtaining her certification as a qualified 401(k) Administrator (QKA).
Lisa Thompson | ERPA, QPA, QKA
Lisa’s responsibilities include day-to-day pension plan administration, overseeing all aspects of administration including plan design, compliance, reporting, and plan sponsor education. She is directly involved with all aspects of participant recordkeeping, distribution and loan processing, and compliance testing. Lisa has over 25 years’ experience in pension administration working in banks, trust companies, and third-party administration firms.
Lisa graduated from Indiana Wesleyan University and holds the professional designations of Enrolled Retirement Plan Agent (ERPA), Qualified Pension Administrator (QPA) and Qualified 401(k) Administrator (QKA) from the American Society of Pension Professionals & Actuaries (ASPPA).
Jon Weldon | QPA, QKA
Jon recently joined The Pension Source after working for several years performing comprehensive 401(k) plan compliance and recordkeeping services for various insurance, mutual fund companies, and third party administrative firms. In addition to defined contribution plan administration duties, Jon helps with new business proposals and documents.
Jon graduated from Le Moyne College in Syracuse, NY and holds the professional designations of Qualified Pension Administrator (QPA), and Qualified 401(k) Administrator (QKA) from the American Society of Pension Professionals & Actuaries (ASPPA).
Jon’s hobbies include reading, traveling, playing tennis and he is an avid sports fan; especially major league baseball.
Lori recently joined The Pension Source with a total of 14 years of defined contribution administration experience with 401(k) plans and profit-sharing plans handling compliance and recordkeeping services with third party administrative firms. She started her professional career with retirement plan administration and when not working as an administrator, she has held positions as a senior-level human resources professional. In her current role, Lori handles the daily functions of plan maintenance and annual administration including asset reconciliation, participant recordkeeping, testing, compliance, distributions, and loans.
Lori graduated with honors from Southern New Hampshire University and holds a Bachelor of Science degree in Business Administration. She plans to further her education and obtain her certification as a Qualified 401(k) Administrator (QKA).
Lori moved from New Hampshire to Florida in 2018. In her spare time, she enjoys practicing Yoga and Qi Gong. She is a certified Qi Gong instructor and is scheduled to become a 200-hour certified yoga instructor in March 2021. Since moving to Florida, she feels fortunate to be able to spend some of her time volunteering at a local animal shelter. Additionally, she enjoys reading, walks in nature, and puzzles of all kinds.
Deanna’s current duties include providing support for our administrators and consultants. She is involved in all aspects of support services for our 700 plus plans. She has 25 years’ experience as an office manager for several home and pipeline construction companies. Prior to joining The Pension Source family, she oversaw federally funded public assistance programs for a not-for-profit organization.
Deanna moved to Florida in 1985 from Kingsville, Texas. She is active with several local charitable organizations and serves as the recording secretary, committee chair, and is a member of the board of directors. Deanna enjoys spending time with her family and especially her grandsons.
Lauren holds the position of Support Specialist, where she assists our Administrators in daily tasks, providing support for over 700 plans. Prior to joining The Pension Source family, she worked in various industries as office support and accounts payable/receivable.
She was raised in Northern Indiana but has made South Florida her permanent residence for the past 10 plus years. She graduated with Honors from Indian River State College with her bachelor’s degree in Organizational Management, with a focus in Accounting, Office Administration and Human Resources. Lauren is numbers oriented and is eager to make the transition to Administrator within the next few years and plans to obtain her certification as a Qualified 401(k) Administrator (QKA) from the American Society of Pension Professionals & Actuaries (ASPPA).
Dean Swan | QKA, Data Specialist
Dean has more than 9 years of database management, data analysis, and TPA workplace automation experience. He has led teams in converting and automating existing client management and compliance systems to more secure and user-friendly applications. Dean has developed procedures to assist clients in electronically delivering year-end plan data securely and efficiently. He has used his experience as a Qualified 401(K) Plan Administrator to ensure the data clients provide is complete and accurate and as the principal responsible for its processing.
In his current role dean will utilize his previous experience to assist plan administrators streamline the plan administration process and will act as the liaison between clients and the TPA for the front-end plan administration process. Additionally, he will assist in the coordination of The Pension Sources’ transition to a new, automated compliance, documents, and government forms software system.
Dean holds the professional designation of Qualified 401(k) Administrator (QKA) and is a member of the American Society of Pension Professionals & Actuaries (ASPPA). He is a United States Navy veteran and is active in charity golf and cycling events.