Meet the Team!

Debbie Berg

Debbie is a Senior Administrative Officer. She has over ten years of experience in all aspects of defined contribution retirement plans. Debbie has completed the ASPPA PA-1, PA-2, Daily Val and DC-1 exams. Debbie holds a BBA, accounting major, from Ohio University.

Thomas R. Bick

Thomas R. Bick, CFP, QPA is Vice President and Chief Operations Officer. With over 20 years of experience, Tom has served as the Director of Administration and Retirement Plans for regional and national firms. In addition to achieving the designation of Certified Financial Planner, Tom has the designation Qualified Pension Administrator by American Society of Actuaries. Mr. Bick has also been an instructor for ASPA, teaching plan administration to firms providing retirement plan services.

Tony Byrd

Tony is Vice President and Manager of Information Services. Joining Simpkins & Associates in 2001, Tony oversees our IT infrastructure and web and systems development.

Margaret Denton

Margaret is a Senior Administrative Officer. She works extensively with our defined contributions plans. Margaret has over 20 years experience working with retirement plans. Her undergraduate and graduate degrees are from East Texas State University.

Gina Flora

Gina is Executive Assistant at our San Antonio office and Senior Cafeteria Plan Administrator. She assists with daily cafeteria plan administration and provides pension marketing support. She brings over 12 years experience working in third party administration and human resources. Gina has a Bachelor's degree in Business Management from University of Texas.

Stephanie Franklin

Stephanie is currently working at the San Antonio office as our marketing assistant. She is responsible for generating proposals, providing assistance in completion of new business paperwork, coordination of enrollment meetings and assisting our advisors with their questions.

Bryan Holland

Bryan is our Deposit Processing Manager. He oversees all processes pertaining to contribution processing, from plan sponsor orientation to reconciliation. Bryan is also involved with our IT department, providing development assistance for IT projects.

Melissa Holcomb

Melissa is a Senior Administrative Officer. She has experience in administration of defined contribution, welfare benefit, non-qualified and 165b Puerto Rican plans. She was a Senior Account Administrator for a well known national firm for over 4 years and has worked for regional firms in both daily and balance forward environments.

Catherine Michael

Catherine is an Administrative Officer. She works with defined contribution plans and communicates with our plan sponsors to collect and process plan year-end census data. She received her degree from the University of North Texas.

Sara Paul

Sara is our Distribution and Loan Manager, assisting plan sponsors and participants with withdrawal requests and other administratinve functions. Sara has her bachelors degree from UNT.

June Robledo

June is part of the New Plan Installation team, bringing 27 years of business experience to Simpkins & Assoc. In addition, June provides administrative support to the Admin Officers, and also worksclosely with marketing.

Kim Schwerdtfeger

Kim is a Senior Administrative Officer. She has 7 years experience with Defined Contribution Plans in the Daily environment, attaining her Qualified 401(k) Administrator Designation in August 2007. Kim also assists in the preparation of Plan Documents.

Philip Simpkins

Philip D. Simpkins is President of American Benefit Systems, Inc. dba Simpkins & Associates. He has been a pension professional since 1970. He is a frequent speaker and has published several articles dealing with retirement planning. Philip has owned his own firm since 1978 when he co-founded one of the largest pension trust companies in Texas. He is a graduate of Texas Tech University. Philip is primarily responsible for plan design and communication services.

Philip D. Simpkins, Jr.

Philip graduated from SMU with a Bachelor of Arts in Political Science. Philip is licensed to practice law in Texas where he received his law degree from Baylor University School of Law. After graduating Baylor, Philip was hired as an Assistant District Attorney for Dallas County where he served the people of Dallas County and the State of Texas for close to three years, prosecuting all ranges of criminal cases. After leaving the District Attorney’s office, Philip went into private practice concentrating on Commercial Litigation. Since his days of practicing law full-time Philip joined S&A where he received his securities license and now manages and assists individuals who desire to rollover their money from their employer sponsored plan into an IRA. Philip wishes that you call him on his direct line at 214-420-2543, with any questions you may have and welcomes all your calls.

Holly J. Simpkins

Holly J. Simpkins is President of Simpkins & Associates, Inc., a controlled group member. She has over 15 years experience consulting, designing and administering cafeteria plans. Holly is a Texas Aggie whose prior background is banking. She provides 125 plan administration, including IRS/DOL compliance testing and filing of IRS Form 5500 Series. Holly's expertise in the 125 business is well recognized and sought after.

Stacey Sturdivant

Stacey is one of our Administrative Officers as well as Administrative Processing Manager & our Nationwide Client Services Representative. He is heavily involved in the day-to-day processing of Nationwide client data, year-end support for data collections on our website and provides administrative services and support to Nationwide & non-alliance clients. Stacey has seven years experience in the pension administration industry, and holds a Business Information Systems degree.

Crystal Walker

Crystal has been with Simpkins & Associates for over 3 years in various administrative support positions and currently is our marketing asistant. She is responsible for generating proposals, providing assistance in completion of new business paperwork, coordination of enrollment meetings and assisting our advisors with their questions.

Kathy K. Walker

Kathy K. Walker is Vice-president. Kathy has over 26 years experience in consulting, administering and communicating employee benefit plans. She is considered one of the premier 401(k) administrative experts. Kathy has plan design and communication responsibilities.

Simpkins & Associates

Account Access

Resources

Other Links