Christi Allen

• Qualified 401(k) Administrator (QKA)
• Accredited Investment Fiduciary (AIF)
• FINRA Licenses – Series 65
• Assists with Plan Compliance
• Audit Liaison Between Recordkeeper
• Recordkeeper Relationship Management
• Share class optimization & menu construction
• Plan Design Consultation & Optimization 

As a Director of Retirement Plan Consulting, Christi utilizes her client service background to assist retirement plan sponsors and their employees with a variety of needs. She works closely with clients to help ensure their plan operates in accordance with the sponsor's goals and needs. Christi is a credentialed member of the American Retirement Association as a Qualified 401(k) Administrator (QKA®), which enhances her knowledge of plan recordkeeping, IRS testing, and many other critical administrative aspects of the retirement plan industry.

Christi is passionate about helping others realize the importance of saving for retirement and participating in their company’s retirement plan. She has lived in the Houston area for more than thirty years and is very familiar with many of the companies she now proudly serves.