Since its incorporation in 1984, Palmer Pension Services, Inc. has provided objective and professional services to small and mid-sized Employers throughout Georgia and surrounding states. We are an independent third party administration firm for Employer sponsored retirement plans. Our employees are committed to assisting Employers and their staff in complying with the complex regulatory requirements associated with today’s retirement plans. It has always been our goal to provide quality professional retirement benefit plan design, consulting and administrative services with a personal touch.
We have relationships and affiliations with several independent financial advisors, brokerage firms and platform providers. Our expertise is full plan administration and we work as a team to ensure that each of our client’s retirement plans is in full compliance. We are dedicated to achieving our client’s retirement plan goals and therefore are committed to providing these services in a timely, accurate and cost effective manner.
Meet The Team
Julie Poske, CPC, QPA
Julie recently purchased the company in January 2012 from its original founder, Anthony L. Palmer. Prior to purchasing the company, she served as the Director of Administration of Palmer Pension Services, Inc. for over eighteen years. With almost thirty years of Pension Administration experience, Julie has a unique understanding of retirement planning and design. Her strong technical background makes her a great asset and resource in the retirement community.
After graduating from Pennsylvania State University with a Bachelor of Science in Mathematics, she achieved her ASPPA designations of a Certified Pension Consultant (CPC) and a Qualified Pension Administrator (QPA).
Julie's focus at Palmer Pension Services, Inc. is primarily that of a Retirement Plan Consultant and Senior Pension Administrator. Since taking over the firm, she partnered with several financial advisors and platform providers in order to offer our clients a wide array of expertise and selection. Julie has also developed a network of Brokers, Agents, Accountants, and Attorneys who seek her plan design expertise for their customers.
Mary F. Noor, QKA
Mary joined Palmer Pension Services, Inc. in 1993. She has been in the pension industry since 1984. Mary received a Bachelor of Science in Mathematics from the University of New Haven. She began her career in Connecticut with an Investment Advisory Firm prior to moving to the Atlanta area in 1984. Prior to working for Palmer Pension Services, Inc., Mary worked for a major consulting and actuarial firm in Atlanta with her main focus on Defined Benefit Plan administration and compliance. Mary earned her ASPPA 401(k) Qualified Administrator (QKA) designation while at Palmer Pension Services, Inc.
Ken joined Palmer Pension Services, Inc. in 2006. He received his Bachelor of Administration with a major in Finance from Georgia State University. He has over twenty years of experience working in the retirement plan industry. In his free time he enjoys fly fishing and is an active member of Trout Unlimited.
Lisa joined Palmer Pension Services, Inc. in 1999. She has over twenty years experience in Office Management and Administrative Assistance. Lisa earned a Quality Control certificate in 1990 and continues to practice it today.