Mary Patch, QKA, CPFA

Mary serves as the Retirement Plan Adviser at Atlatl Advisers.  She assists advisers, consultants, and plan sponsors in assessing and enhancing retirement plans.  Mary’s professional background spans more than three decades and includes the following specialties:

• Vendor reviews and management
• Request For Proposals
• Plan design review and implementation
• Compliance testing and analysis
• Fiduciary consulting, oversight, and liability
• ERISA §3(21) and §3(38) fiduciary duties
• Employee education and communication services

She has achieved the Qualified 401(k) Administrator (QKA) and Certified Plan Fiduciary Adviser (CPFA) designations through the American Society of Pension Professionals & Actuaries (ASPPA).  Mary also holds a Series 65 license.  Mary is a published author and the Chair of ASPPA’s Plan Consultant Magazine. She was also named on National Association of Plan Advisors’ (NAPA) list of Top Women Advisors as an MVP in 2015 and an All-Star in 2016 and 2020.