Mary Read

Mary Read CPC, QPA, CPFA is National Director of Pension and Protection Planning at Pentegra Retirement Services and partner of M & R Business Development Group. A leading authority in qualified retirement plans with more than 40 years’ experience, Mary has an extensive background in plan design and development and experience as a marketing executive, financial professional, pension analyst and pension compliance manager for an international company. Mary is a frequent speaker on qualified plans and contributor to industry publications. Among her credits she has taught pension classes across the country for major financial institutions and been a featured speaker at national meetings for the Society of Financial Service Professionals, AALU, LIMRA, MDRT and the Forum 400. Mary is the author of three books; My Business is My Main Asset. I Want to Retire. Benefiting from a Plan, 412(e)(3) Safe. Stable. Secure and How to Use the Tax Code to Get the IRS Out of Your Retirement. Mary holds the Certified Pension Consultant (CPC) and Qualified Plan Administrator (QPA) designations from the American Society of Pension Professionals and Actuaries and Qualified Plan Fiduciary Advisor (CPFA) from the National Association of Plan Advisors (NAPA).