Melissa Barr

Background

About Melissa Barr

I began my career in the retirement services industry at Universal Pensions, Inc.(UPI) in 1992 as a full service recordkeeping professional in the balance forward arena and worked my way into supervising a full service recordkeeping team. When UPI entered the 401(k) daily valuation market, I supervised a team in the compliance testing department, and later was promoted to manager of the compliance testing department, overseeing several teams that were responsible for providing compliance testing and Form 5500 services for approximately 4,500 employers. When UPI was acquired by BISYS, I took on the role of ERISA Consultant, where she prepared document reviews, responded to ERISA technical questions, assisted clients with plan compliance issues, and oversaw a team that prepared complex employer compliance testing and contribution calculations. I have a BS degree in Business Administration from San Jose State University, and maintain a Qualified Plan Administrator (QPA) designation from the American Society of Pension Professionals and Actuaries.