Mark Lamberty, Director of Plan Administration, started in the Retirement Plan Administration field in 1994. Mark has experience with Profit Sharing, 401(k), 401(k) Safe Harbor, Target Benefit, Money Purchase Pension, Cash Balance, and Taft-Hartley Plans. He also has extensive experience with more complex Plan provisions, including Davis-Bacon, Professional Employer Organization (PEO), Multiple Employer Plans (MEP), Controlled Groups of Businesses, and Affiliated Services Groups.

Through the American Society of Pension Professionals and Actuaries (ASPPA) Mark is accredited as a Qualified 401(k) Administrator (QKA) and a Qualified 401(k) Consultant (QKC), and accredited on Cash Balance Plans through Kravitz, Inc. He is continuing to take accredited courses and testing through ASPPA for additional designations.

In 2019, Mark lost his wife, Sue, to cancer and remains living in their log home on about five acres of secluded land north of Shiocton with their golden retrievers, Hickory and Cherokee.

During his free time, Mark enjoys fishing, designing and manufacturing fishing lures, creating scroll saw wood art, and volunteering with Habitat for Humanity, Junior Achievement, and the Fox – Wolf Watershed Clean Up Program. He also works with the Department of Natural Resources and Trout Unlimited restoring area waterways.