Allan Plappert
Retirement Plan Administration Specialist – Achieve Retirement
Allan is a detail-oriented, solutions-focused financial services professional with experience in retirement plan administration, data analysis, and technical operations across major record-keeping platforms. His background includes investment performance reporting, trading oversight, and process improvement, providing him with a strong operational foundation and a deep understanding of retirement plan reporting environments.
With the ability to effectively analyze complex data and streamline workflows, Allan brings a thoughtful, organized approach to supporting advisors and internal teams. His blend of technical proficiency, institutional knowledge, and commitment to operational excellence supports the ongoing success of the Achieve Retirement team in his role as Retirement Plan Administration Specialist in the DTC office.