Jackie Barnes, Director of Sales & New Project DevelopmentMr. Barnes has been with TPA since 2020. He works primarily on the OPEIU National Retirement Savings Plan, providing a smooth implementation and on-boarding process for employers and their participants. Tasks include working with Plan Providers, Plan Administrators, Attorneys, Trustees, Investment Advisors, Financial Institutions, Record-keepers, and Customer Service Representatives.
He also manages data, and the electronic transfer of contributions from employers to the plan’s Financial Institution and Record-keeper.