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Independent Retirement Hires Veteran Plan Consultant


PORTLAND, OR, September 17, 2018 -- Independent Retirement (Inde), a women-owned, regional leader in providing 401k, defined benefit and cash balance plan third party plan administration, compliance and consulting services to small and medium size employers in the pacific northwest, today announced that Anna Valencia, APA, APR, ERPA will join the firm as Retirement Plan Consultant.

As a Retirement Plan Consultant, Mrs. Valencia will be responsible for managing all aspects of plan administration and compliance for her clients; and, delivering those services in a highly personalized and consultative manner. In addition, she will support new sales, internal staff training and development, and corporate communications.

She comes to Inde with 34 years of industry experience. Most recently, she held the title of ERISA Compliance Officer for a mid-size independent third-party administrator in southern California. In that role she was responsible for ensuring firm level practices and procedures as well as plan operations were compliant with ERISA law and Department of Labor rules and regulations. She was also responsible for performing plan administration on a variety of plans including defined contribution plans, defined benefit plans, defined contribution/defined benefit combination plans, and audited plans. She began her career in 1984 at American Pension Services and then spent time at CNA Trust and South Coast Pension Services.

"After a long search process, we are very pleased to have Anna join our team of highly experienced plan administrators and plan consultants," said Linda Burnside, President at Inde. "Her extensive knowledge and diverse background will not only add value for our clients and partners, but it will also create opportunities to expand our current service offerings in the months and years to come."

About Independent Retirement

Independent Retirement (Inde) provides third party plan administration, compliance and consulting services for qualified retirement plans sponsored by small and medium size companies in the Pacific Northwest. To learn more about Independent Retirement, please visit www.independentretirement.com.


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