Advisors > TPA (Third Party Administration) > ESOP Administration

Carla Klingler

Name: Carla Klingler
Company: Swerdlin and Company
Title: Senior Pension Consultant
Email: cklingler@swerdlin.net

p: 678-775-5506
f: 678-735-3006
Message this advisor
Send this advisor a private message (esopmarketplace.com email).

Add this advisor
Add this advisor to your Process Map

We currently have no blog posts for Carla Klingler.

Carla began her pension career in 1980 at a national ESOP firm where she served as V.P. Administration, first in San Francisco and later in Atlanta.  Her pioneer work in the pension industry included interpreting the practical and operational aspects of ERISA and developing administration procedures and mathematical models to address regulatory requirements. Her broad technical expertise effectively aids clients of all sizes and corporate structures in the practical aspects of their plan design, implementation, operations, legal compliance, accounting, & employee communications. 

Carla formed Pyrastar Pension Group, later selling the company to Swerdlin and Company.

Carla received her Bachelor of Science degree in Economics and Finance from University of California, Santa Barbara and completed post-grad pension course credits through The Wharton School of Business and Golden Gate University in San Francisco.  She is an active member of the National ESOP Association, New South Chapter ESOP Association, Women in Pensions (WIPS), & NCEO.  She also currently serves as an active member of the National Administration Advisory Committee of The ESOP Association where responsibilities include active lobbying for the interests of companies with Employee Ownership, interpreting the practical applications of new laws, updating operational & communication procedures, peer reviews, and speaking at national, regional, and local conferences.

Education

Bachelor of Science degree in Economics and Finance from University of California, Santa Barbara.

Post-grad pension course credits through The Wharton School of Business and Golden Gate University in San Francisco.


We have not uploaded any case studies yet. Please check back soon.
We have not uploaded any articles yet. Please check back soon.
There are currently no ratings.
Views: 489