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Expertise Guides Benefit Programs

Dale A. Morgan, principal, has more than 25 years of progressive and diversified employee benefits experience, working with small to large employers. He provides clients with an administrative and consulting background to assist in the successful design and management of employee retirement programs. Dale is a graduate of the University of Texas at Austin with a bachelor of science degree in math education. He holds the Qualifed Pension Administrator (Q.P.A.) designation from the American Society of Pension Professionals and Actuaries.

Fran C. Morgan, principal, manages flexible benefit administration and completion of plan documents, in addition to pension administration. She also is a communications consultant. From the University of North Texas, Fran obtained a master's degree in journalism and public relations. She has worked with company communication programs for more than 18 years and has managed flexible benefit plans for the past nine years.

Andrea L. Koppenhaver, pension administration project manager, has 20 years of experience in the employee benefits field, working with both small and large organizations. She specializes in retirement plan administration. Andrea has attained the Fellow designation of Certified Employee Benefits Specialist (CEBS). From the University of Texas at Arlington, Andrea has a bachelor of science degree in mathematics.

Lisa LeFevre is a pension administrator with five years of experience in the retirement benefits field working with Recordkeeping & Consulting. Lisa has specialized in coordinating with daily on-line record keepers. She is working on completion of the pension certification with the International Society of Certified Employee Benefits Specialists.

The company also is supported by administrative employees who have experience in working with retirement plans and flexible benefit plans.

In addition, Recordkeeping & Consulting works with several investment and insurance professionals, daily on-line record keepers, attorneys, actuaries and CPAs to provide complete services for retirement and flexible benefit programs.

Staying current with changes in the benefits field, Recordkeeping & Consulting's staff members participate in continuing education and consistently review tax changes and benefit issues, along with maintaining memberships in the following professional organizations:

• SouthWest Benefits Association

• American Society of Pension Professionals and Actuaries

• International Society of Employee Benefits Specialists