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I am passionate about helping companies develop and maintain an amazing retirement plan for their employees. Your employees have worked hard to have a remarkable retirement - let me help you make that a reality.

Mary Patch, QKA, CPFA, is the owner of Patch Retirement Plan Solutions, LLC. Mary assists advisors, consultants and plan sponsors assess, improve and enhance retirement plans. Her professional background spans more than two decades.

• Vendor reviews and management
• Request For Proposals (RFP’s)
• Plan design review and implementation
• Compliance testing and analysis
• Fiduciary analysis, oversight and liability
• Employee education and communication services

• Qualified 401(k) Administrator (QKA)
• Certified Plan Fiduciary Advisor (CPFA)
• Series 65 Securities Licensed

• Chair of ASPPA's Plan Consultant Magazine
• ASPPA Published Author
• 2015 NAPA Top Women Advisors - MVP
• 2016 NAPA Top Women Advisors - All-Star

Make-A-Wish of Iowa, Volunteer

• Corporate Sponsor Outreach Chair
• Past Chapter Chair & Gala Chair
• Volunteer of the Year 2008
• Abracadabra Award 2015