About

A Long History of Planning for the Future

Pension Corporation of America® was established in 1977 to assist employers with the implementation and operation of Defined Contribution, Defined Benefit and other employee benefit plans. We have evolved into PCA, one of the largest employee benefit firms in Southwestern Ohio.

Our staff of more than 50 professionals support our client base of over 475 companies. We serve clients nationally, as well as regionally in our primary market of Ohio, Kentucky, and Indiana from our administration center and headquarters located in Cincinnati, Ohio.

Our Core Values

  • Positive
  • Integrity
  • Client Focused
  • Committed
  • Humble

Our mission is to provide businesses and individuals objective wealth management and retirement plan services. We have a passion to utilize our expertise in creating flexible solutions for both institutional clients and individuals so they can focus on their families and businesses.

By aligning diversity and inclusion in our practice, we strive to lead with our values and beliefs, in developing the overall potential for our four associated pillars – our employees, our communities, our clients, and our vendors and business partners.

As the area’s premier independent financial services firm, we lead our clients and their families to help realize their goals and successful financial futures. We are recognized as a trusted partner that delivers unrivaled value and exceptional service to our clients. Our success is measured through our actions and by our ability to fulfill our promise.

Affiliates

As a member of the Alliance Benefit Group (ABG®), PCA has the resources of a large national firm, while our local roots enable us to be personally invested in every client relationship. Collectively, ABG® is one of the largest national retirement plan administrators in the country.


19 Recordkeeping Firms57,000 Plans  |  $184 Billion In Assets 4.5 Million Participants

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Meet Our Team

Tom Seitz, CPA

CEO

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Zac Burns, CFA, MBA

Managing Partner

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Justin Seitz, CFP®

Partner

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Mark Janszen, CFP®

Partner

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Seth Priestle, CFP®, MBA

Partner

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Carrie Lucas, QKA

Retirement Plan Consultant

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Mark Holly, QKA, QPFC, AIF

Director: Investment Services

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Tim O’Conner, CFP®, MBA

Senior Wealth Management Advisor

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Justin Dornbach, CFP®

Wealth Management Advisor

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Matt Mullins, CPA, CFP®

Investment Advisor Representative

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Frank Metzmeier

Paraplanner

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Joanna Berding, ERISA Attorney, J.D.

Manager of Legal Services

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James Luttrell, CPA

Chief Financial Officer

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Karen A. Bettner, QKA, QKC

Compliance Manager

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Cheryl Rogers

Payroll Integration Specialist

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Stephanie Wilmhoff

Senior Executive Account Manager | 401(k) Trainer and Processing Manager

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Tara Allen, QKA

Senior Executive Account Manager

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Jamie Walpole

Senior Executive Account Manager | Lead Account Manager

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Dianne Koehler

Senior Executive Account Manager

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Joy H. Williams, QKA, QKC, CBS™

Senior Executive Account Manager

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Nikki Kennedy, QKA

Senior Executive Account Manager

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Brady Gray

Account Manager

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Karyn Ramsey, QKA, QKC, QPA

Trading Coordinator | Plan Account Executive

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