Retirement Plan Administration & Consulting

As a retirement plan sponsor or plan administrator, you’re looking for an advisor who will listen to understand your goals and needs. Our goal is to work with you to find the best retirement plan solutions for your business.

Because each relationship has several contacts and requires a custom solution, we offer a consultative approach to meet your needs at every stage of your retirement plan. Your team of third-party administrators at PBMares has the depth of experience to understand the unique needs of your plan, and we’re nimble enough to pivot as needed. Our Team Leaders work collaboratively to ensure responsive, well-rounded service.

Many on PBMares’ Retirement Plan Administration and Consulting team hold designations for and are members of the American Society of Pension Professionals & Actuaries, the national organization for retirement plan professionals. They also hold the Qualified 401(k) Administrator (QKA) credential, which is awarded only after passing two rigorous exams in Plan Management and Testing & Compliance.


The Retirement Plan Services team is the best at taking care of our 401(k) and teaching us what we need to do to be compliant!! They always answer our questions and lead us in the right direction.

Director of Finance, SAMUEL I. WHITE, P.C.

“We’re a family owned practice, and PBMares is part of our family. We know we are in good hands, and their level of knowledge and professionalism is outstanding. For example, they suggested changes to our plan to better accommodate the millennials in our practice that made a big difference. PBMares looks out for our needs. When we don’t know something, we know we have PBMares.”

Sandra Parks, Practice Manager, PARKS ORTHODONTICS

Our experienced retirement plan specialists offer personal service that provides the answers you need and the flexibility you want.

Services/What We Do



Gary Kitts, CPA - PBMares, LLP Virginia

Gary Kitts, CPA
Partner, Retirement Plan Services

Cindy Kochersperger, CPA, QKA

Cindy Kochersperger, CPA, QKA
Partner, Retirement Plan Services

Stacie Newnam, Partner, PBMares Retirement Plan Services

Stacie L. Newnam, CPA, QKA
Partner, Retirement Plan Services