The journey of the company, originating from the E.S. Beveridge family of companies, is a remarkable tale of growth and adaptation. Starting in 1950 with a focus on life insurance, the firm recognized the evolving needs of its clients and expanded into pension plans and other employee benefits over the next few decades. The late 1980s marked a significant turn with the establishment of a third-party administration firm dedicated to managing 401k plans, reflecting a deepening commitment to retirement services.
As the 1990s unfolded, the company not only solidified its presence in the 401k administration sector but also extended its services to outside advisor plans, showcasing its ability to scale and collaborate. The pivotal moment came in 2012 when the company, staying ahead of the curve, identified the necessity for a more adaptable 401k record-keeping solution. This foresight led to the expansion of in-house record-keeping services, ensuring that clients received comprehensive and flexible 401k plan management tailored to their evolving needs. The company's story is one of continuous innovation, client-centric evolution, and strategic growth, setting a robust foundation for future endeavors in the financial services industry.
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Yvonne's journey at ProTPA is a testament to her dedication and talent. Starting as an entry-level employee, she quickly distinguished herself with her innovative ideas and relentless work ethic. Her contributions have been pivotal in the exponential growth of the company, driving forward initiatives that have expanded the business's reach and reputation. As a veteran employee, Yvonne has not only witnessed the evolution of ProTPA but has also been a driving force behind it. Her ascent to the presidency is a reflection of her strategic vision and the trust she has earned from her colleagues. Under her leadership, ProTPA has flourished, breaking new ground and setting industry standards. Yvonne's story is an inspiration to all aspiring professionals, demonstrating that with passion and perseverance, one can rise to the top and make a significant impact. Her legacy is already being felt within the company, and her influence extends far beyond the walls of ProTPA, inspiring a new generation of leaders. Her approach to leadership—marked by a commitment to mentorship, innovation, and excellence—has not only propelled the company to new heights but has also cultivated a culture of success that permeates every level of the organization. Yvonne's name has become synonymous with ProTPA's identity, embodying the values and aspirations that the company stands for. Her story is one of remarkable achievement and serves as a powerful example of where ambition and capability can lead. When she is not working, she enjoys spending time with her family, especially spending time with her son at the drag races. Yvonne also loves having many adventures with her grandpup while her son travels for his job.
VP of Sales and Marketing
Frannie's journey in the retirement plan industry is a testament to her unwavering commitment and expertise. With a robust career spanning over a decade and a half, she has become a cornerstone in the realm of sales and marketing. Her role is not just a job; it's a mission to support the advisor community, providing them with innovative plan design options, detailed plan illustrations, and steadfast new plan support. Her dedication shines through in every interaction, fostering an environment where advisors feel valued and supported. Frannie's ability to cultivate deep connections within the industry is not just a skill, it's an art. She listens intently, advises wisely, and acts thoughtfully, ensuring that each advisor's unique needs are met with precision and care. Her work has not only contributed to the growth of the companies she has worked with but has also helped secure the financial futures of countless individuals who rely on these retirement plans. Her knowledge is vast, her approach is personalized, and her impact is profound. Frannie's dedication to excellence has set a standard in the industry, inspiring others to follow in her footsteps. She is more than just a professional; she is a mentor, a guide, and a friend to the advisor community. Her legacy is defined by the success of the advisors she has empowered and the lives she has touched through her work. When Frannie isn’t supporting the advisor community, she is spending time with her amazing son and taking him on exciting adventures. They love camping, going to amusement parks, playing with their dog, Mira, and cats, Meow and Snowy, and spending time in the beautiful gardens they have cultivated together.
VP of Operations
Sheryl, serving as the Vice President of Operations at ProTPA, achieved academic excellence by graduating Summa cum laude with a BBA in Accounting from DeVry University. Her professional journey began in pension administration and recordkeeping in 2011, honing her skills using Relius Administration at a previous firm. Joining ProTPA in late 2013, Sheryl played a pivotal role in implementing their new Recordkeeping platform, transitioning from focusing solely on administration as a Third Party Administrator (TPA) to providing comprehensive Recordkeeping services. Her expertise with the program and proficient management of daily operations were essential for the success of ProTPA’s recordkeeping platform. By the end of 2017, she acquired her Qualified 401(k) Administrator (QKA) certification and became a member of the American Society of Pension Professionals and Actuaries. In her leisure time, Sheryl enjoys pickleball, camping, traveling, spending time with loved ones, leisurely walks, and listening to music.
111 Park Ave E, PO Box 636, Mansfield, OH 44901
customerservice@protpa.com
(567) 247-7639