Mary Read

National Director of Pension and Protection Planning | Pentegra Retirement Services

Mary Read

National Director of Pension and Protection Planning | Pentegra Retirement Services
mary.read@pentegra.com

Biography

Mary Read CPC, QPA, CPFA is National Director of Pension and Protection Planning at Pentegra Retirement Services and partner of M & R Business Development Group.  A leading authority in qualified retirement plans with more than 30 years’ experience, Mary has an extensive background in plan design and development.

Previously Mary was Vice President – Qualified Plan Marketing for National Life Insurance Company.  National Life Insurance Company supports career and independent producers in qualified plan sales and has been dedicated to writing qualified plan business for more than 65 years.  Prior to joining National Life Mary was a Pension Consultant with Feldman Benefit Services, an actuarial consulting firm, and previously was Assistant Vice President of Marketing and Retirement Planning for MONY Life Insurance Company of New York.  She also has experience as a financial professional, pension analyst and pension compliance manager for an international company.

Mary is a frequent speaker on qualified plans and contributor to industry publications.  Among her credits she has been published in National Underwriter and the Pension Newsletter of the Society of Financial Service Professionals, has taught pension classes across the country for major financial institutions and been a featured speaker at national meetings for the Society of Financial Service Professionals, AALU, LIMRA and MDRT.  She is the current National Chair for the Qualified Section of the Society of Financial Service Professionals.  Mary is the author of the book My Business is My Main Asset.  I Want to Retire.  Now What?.

Mary holds the prestigious Certified Pension Consultant (CPC) and Qualified Plan Administrator (QPA) designations from the American Society of Pension Professionals and Actuaries and Qualified Plan Fiduciary Advisor (CPFA) from the National Association of Plan Advisors (NAPA).  She also holds paralegal certification from Upsala College and a BA in Literature from Ramapo College of New Jersey.  Mary provides CPE credit to CPAs as a NASBA National Registry of CPE Sponsor.

Mary resides with her family in New Jersey.

All session by Mary Read