AFG - Key Persons

Job Titles:

• Vice President and Managing Partner for AFG Pension Administration

Maria is the vice president and managing partner for AFG Pension Administration. Her role includes overseeing the daily operational functions of the firm, which serves both public and private sectors, inclusive of 401(k) plans, profit sharing, governmental Section 457, Municipal and Authority pension plans. Maria supervises AFG 's employees in the overall operation of plan administration, reporting and compliance requirements. Educated at Wilkes University , Maria spent over 10 years in the legal profession prior to joining the company in 1987. In addition, Maria maintains a Pennsylvania life and annuities license. Her concentration is with municipal and governmental pension plans working directly with the plan sponsor / governmental entities, plan participants, independent auditing firms and Solicitors relative to Ordinances, Plan Documents and Collective Bargaining Agreements. Maria is knowledgeable in municipal governing Acts 205, 120 and 600 as well as Third Class City Code. She also assists municipal pension clients working directly with the local field auditors from the Auditor General's office during the plan(s) annual audit.

Theresa joined AFG Pension Administration in 1998 having completed several business courses and accounting programs at Luzerne County Community College . Theresa previously worked in the banking and accounting divisions of the former First Eastern Bank and community based Hospice and Children's advocacy programs. Theresa coordinates and processes all participant terminations, retirements, loans, plan withdrawals, rollovers, trust to trust transfers and hardship withdrawals relative to the pension plans. She also is in charge of AFG Pension Administration's billing and accounts payable department. In addition Theresa maintains direct customer contact and plan servicing with our plan sponsors and plan participants along with her assistance with recordkeeping and reconciliation of plan data for municipal, governmental and corporate plans.