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Nichol Cunningham, QPFC

Nichol Cunningham, QPFC

Client Service Manager

Nichol has worked in the retirement plan industry for the past 13 years. She started her career as an administrative assistant with a local third-party administrator firm that specializes in retirement plan administration. In this role, she was responsible for trust accounting reconciliation, data entry of annual census information and daily processing of participant loans and distributions. Nichol's skillset and knowledge rapidly expanded, and soon she was doing everything from plan design consulting to daily plan administration, compliance testing, contribution calculations, annual plan valuations, Form 5500 filings, enrollment meetings and more. Nichol loves working with retirement plans because they are so complex and ever-changing; there's always something new to learn.

In her role as Client Service Manager, she is dedicated to providing top-quality customer service and support. Nichol’s prior work as a retirement plan administrator makes her uniquely qualified to serve our clients. She understands the complex issues facing retirement plan sponsors and participants and is passionate about working with employers to help them understand the various aspects of plan administration and their role in it. She takes pride in her ability to build relationships with clients and work collaboratively to find solutions for the many issues that arise as part of daily plan administration.

Nichol holds a Bachelor of Science in Business, Management and Master of Business Administration from the University of Phoenix and recently obtained her Qualified Plan Financial Consultant Credential (QPFC). She has a positive attitude and a great sense of humor, which helps her get through life's ups and downs. Nichol currently lives in Modesto with her husband Casey and their two cats (one sweet and one feisty).