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Company Profile
Campbell
Albrecht has been providing full-service, employer-sponsored retirement plan
administration and consulting since 1999. Campbell Albrecht assists
employers in the design, implementation, administration, and communication
of a wide range of retirement plans. We are committed to providing these
services to our clients in a timely, accurate, and cost-effective manner.
Our benefit professionals are dedicated to helping employers implement
retirement plans that promote corporate goals and objectives, control costs,
and give employees a sense of security.
Campbell Albrecht takes the confusion out of plan administration duties
and decision-making by providing our clients with the consulting and
technical expertise they need. We are committed to maintaining effective
state-of-the-art computer systems and administrative procedures for plan
administration. This permits us to process our clients' work more
efficiently and ensures the highest standards of quality.
Our People
Campbell Albrecht's greatest resource is its team of experienced
professionals. Our clients are served by employees who have professional
qualifications and whose backgrounds include many years of experience in the
pension and retirement field. They are committed to providing our clients
with friendly, courteous, and responsive personalized service of superior
quality.
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Gwendolyn Campbell
President and Senior Pension Consultant |
Gwendolyn (Wendi) is the founder and an equity partner of Campbell
Albrecht. Wendi manages plan implementation and ongoing administration
of Campbell Albrecht's defined contribution plans including all aspects
of ERISA and Internal Revenue Code compliance. With nearly 23 years of
experience in retirement plan design, administration, and
communications, she has been instrumental in developing proprietary and
cutting-edge solutions in combination with other innovative technologies
that have enabled us to streamline the administration of our clients'
plans and greatly enhance the accuracy of our clients' retirement plan
records.
Prior to starting Campbell Pension Services, Inc. DBA Scottsdale
Pension Systems-California in 1999, Wendi was sole proprietor of GWC
Pension Administration Services working as a consultant for Scottsdale
Pension Systems, Inc. (Scottsdale, Arizona) and Benefit & Retirement
Strategies (Tucson, Arizona). She began her career in 1989 as a plan
administrator for Pension Management, Inc. of Scottsdale, Arizona.
Wendi graduated from the University of Denver in 1989 with a
bachelor's degree in Finance. She is married with two daughters, and
resides in Westlake Village, California.
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James E. Albrecht Jr., QKA
Chief Executive Officer and
Senior Pension Consultant |
James (Jim) has more than 21 years of experience in pension consulting,
including: plan administration, plan design, sales, and management. He
specializes in creative plan designs, which can maximize contributions
for a favored group of employees while minimizing contributions to other
eligible employees. Jim is responsible for ensuring that the company
stays focused on its primary goals--extraordinary customer service,
cutting-edge retirement plan design, competitive fees, and delivery of
accurate and timely work products. Jim also makes certain all clients
conform to existing and future regulatory measures.
A graduate of California State University Northridge, Jim's
professional pension career began in 1991, at Coopers & Lybrand (L.A.)
in the Actuarial, Benefits and Compensation group. He later worked for
The Wyatt Company (now Watson Wyatt Worldwide), and Louis Kravitz and
Associates as a plan administrator and pension consultant. Jim's
relationship with Wendi Campbell began in January of 2003. Jim became an
equity partner in Campbell Pension Services DBA Scottsdale Pension
Systems in November 2004.
Jim is a Qualified 401(k) Administrator (QKA) with the American
Society of Pension Professionals and Actuaries (ASPPA) and continues to
take the ASPPA exam series. He holds a bachelor’s degree in business
administration from California State University, Northridge.
Jim resides in Northridge, California and is married with three
daughters.
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Genevieve Enrile (Gen)
Senior Plan Administrator |
| Genevieve (Gen) joined Campbell Albrecht in
early 2010 as a Senior Plan Administrator. Her responsibilities include
preparing comprehensive administrative reports, performing compliance
testing, and completing required government forms for defined
contribution plans. She also assists clients with the day-to-day
operations of their retirement plans, with the goal of providing the
highest level of service. Prior to joining the firm, Gen worked as a
pension administrator for over 10 years with a particular focus on
defined benefit plans. Gen has also held various positions in banking,
import-export trade and common bonded warehouse operations in the
Philippines, for over 10 years.
Gen is a graduate of De La Salle University in Manila, The
Philippines, with a bachelor’s degree in Psychology and Business
Management. She resides in Monterey Park, California.
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Beth Albrecht
Director of Human Resources/Director of
Marketing
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Beth Albrecht joined the firm in 2008 after having served as National
Director of Marketing at Kaiser Permanente for over 10 years. Prior to
working at Kaiser Permanente, Beth held various marketing management
positions in both the health care and financial services industries.
Beth is responsible human resource oversight, office management,
marketing strategy, and sales support.
Beth attended University of California Santa Barbara and California
State University Northridge, and has a Bachelors of Science degree in
Business Administration, Marketing. She is married to Jim Albrecht and
together they have three daughters.
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Alma Yzaguirre
Distribution Specialist |
Alma’s responsibilities include the day-to-day administration of client loans
and distributions. She works directly with plan sponsors and plan participants
in the timely processing of loans and distributions. She is also the liaison
between the 401(k) vendors, plan sponsors, and plan participants. Alma joined
Campbell Albrecht in 2007. She has over 12 years of experience in general
accounting, including accounts receivable and accounts payable. Previously, Alma
held positions with the Burbank Unified School District and a local payroll
company.
Alma holds an Associate Arts degree in Business Administration from Los Angeles
Mission College and resides in Granada Hills with her husband and three
children. |
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