Teresa is a senior pension plan administrator in the Firm’s Pension Department. She joined HB in November 2012 after working at a local firm for six years. There, she focused on compliance testing and government reporting of retirement plans. Teresa also worked closely with plan sponsors to ensure that fiduciary activities met the highest standard. In 2007, she completed courses in pension plans, receiving the Accredited Retirement Plan Specialist (ARPS) designation from the Society of Professional Asset-Managers & Record Keepers (SPARK). Teresa has completed specialized courses in pension plans and is pursuing the designation of Qualified 401(k) Administrator (QKA) from the American Society of Pension Professionals and Actuaries (ASPPA).
Teresa lives in Creve Coeur with her husband, Mike, and two children, Tristen and Madison. She and her husband own a family martial arts school, Kuk Sool Won of Pekin, where Teresa and her children assist with evening classes.Send Teresa Yates an email