Senior Retirement Consultant

Senior Benefit Administrator Debra Phillips is an industry expert in the Pension Administration with more than 15 years of Benefit Administration and Financial Service experience. Her role as a Plan Administrator has crossed every area of the field. After graduating from college in 1981, Debra was formally trained as a Pension Statistician. After remaining for 3 years, she went to work for the US Postal Service where she was trained as a clerk, and became the backup timekeeper for the Northridge, California office. She returned to the Pension Administration field in 1986 and worked as both a full time employee and contractor in the small Defined Benefit and Defined Contribution Plan fields through 2001. During this time she gained her Senior Benefit Administrator status with knowledge of several pension software programs. She also refined her customer service skills and became an expert with resolving complicated investment and plan administrative problems. Debra joined Transamerica Retirement Services in 2002 where she was promoted to a Senior Plan Specialist after successfully assisting with the growth of the Multiple Employer Plan platform. She was awarded by her Managers and peers with excellence in growing the business under Best Practices policies and procedures and also for achieving the highest score card for the company wide “Magic” customer service initiative. Debra holds a B.A. degree in Psychology from the University of Southern California. Also as an ASPA member holds PA/B. She held a California Life and Health Insurance Certificate until 1995.

Benefits Specialist

Buford, GA