Platinum Pension Group Pension Plan Design, Administration & Consulting
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Company Profile

Platinum Pension Group, LLC is a retirement plan consulting and administration firm that is dedicated to assisting our clients, who are typically small businesses, by providing customized retirement plan services. We partner with investment advisors and tax consultants to provide full service retirement planning for our clients.

We assist employers located in Massachusetts, New Hampshire, Vermont, New York, Connecticut, and Rhode Island in the design, implementation, and administration of a wide range of retirement plans. Platinum Pension Group is committed to providing these services to our clients in a timely, accurate and cost-effective manner.

Our benefit professionals are dedicated to helping employers administer their retirement plans in accordance with IRS tax laws and the Department of Labor laws as they relate to pension plans. We assist in the establishment of plans that promote corporate goals and objectives, control costs and give our clients a sense of security.

Platinum Pension Group, LLC takes the confusion out of plan administration and decision making by providing our clients with the consulting and technical expertise they need. We are committed to maintaining effective state-of-the-art computer systems and applications for administrative procedures which permit us to process our clients’ work more efficiently and ensures the highest standards of quality.

ASPPA Member - Working for America's Retirement

Platinum Pension Group, LLC BBB Business Review

Our People

Platinum Pension Group’s greatest resource is its team of experienced professionals. Our clients are served by employees who have professional qualifications and whose backgrounds include many years of experience in the pension and retirement field. They are committed to providing our clients with friendly, courteous and responsive personalized service of superior quality.


Joy F. DeStephano, QKA, RPA
President and Principal Consultant
 


As founder and owner of Platinum Pension Group, LLC, Joy has over 20 years of experience in retirement plan design, administration and consulting as well as plan sales and company management.

As owner and principal consultant of Platinum Pension Group, Joy's primary responsibilities include plan design, consulting, sales and marketing support to investment advisors, and company management including managing the PPG staff and providing technical expertise for the ongoing administration of our PPG clients’ plans.

In 1996, she co-founded Pension Consultants of Concord, Inc. which later evolved into her sole ownership of Platinum Pension Group in 2004. She had previously been a department manager at another pension firm as well as an equity partner and principal consultant at HS&D, Inc., a small pension consulting firm. She began her career in the group pension department of CIGNA in Connecticut working with defined contribution plans prior to transferring to one of their Boston offices as pension manager. She was also employed as an Actuarial Analyst at The New England in their defined benefit actuarial services department.

Joy is a credentialed member of both the American Society of Pension Professionals and Actuaries as well as the International Society of Certified Employee Benefit Specialists. 


Diane DeStephano
Administrative Pension Assistant & Bookkeeper


Diane joined Platinum Pension Group, LLC in 2012 as an administrative Pension Assistant and bookkeeper for the company. Her responsibilities include assisting Account Managers with pension administration for PPG clients’ defined contribution plans, as well as managing the accounts receivable and payable for PPG. Additionally, Diane has experience as Office Manager at PPG. Prior to joining PPG full-time, Diane was a Service Center Representative at Comcast.

Diane graduated from Bridgewater State University with a B.A. in Communication Studies with an emphasis in Public Relations in Bridgewater, Massachusetts.


Michael Jageler, QKA
Senior Account Manager
 

Michael joined Platinum Pension Group, LLC in 2004 following 6 years with Pension Consultants of Concord, Inc., the predecessor of Platinum Pensions. As Senior Account Manager, he handles the ongoing pension administration of a group of PPG’s client plans. His pension experience has expanded into new business development where he is also responsible for coordinating new plan set up and conversions at Platinum Pensions as New Business Manager.

Michael graduated summa cum laude from Northeastern University with a major in Finance & Insurance and Management Information Systems (MIS).


Christa Santella, QKA
Senior Account Manager
 

Christa joined Platinum Pension Group, LLC in 2006. As a Senior Account Manager, her responsibilities include the ongoing pension administration of a group of PPG’s client plans. She is directly involved with all aspects of defined contribution plan administration and compliance testing. She began her career in pension administration in 2000. Just prior to joining Platinum Pensions, she was a Senior Plan Administrator in the Cambridge office of Tofias, PC.

Christa is a credentialed member of ASPPA (American Society of Pension Professionals and Actuaries). She obtained her B.S. in Finance with a concentration in law from Bentley College, Waltham, Massachusetts.


Debbi Van Baar
Account Manager
 


Debbi joined Platinum Pension Group, LLC in January of 2007 as a Pension Administrator. After teaching high school Mathematics, she began her career in the 401(k) plan business in 1998 at State Street Global Advisors, working on the plan administration of large clients. She was a manager at The Pension Service, where she focused on retirement plan compliance testing, plan design and maintenance of several small qualified pension plans, while overseeing other employees with their own clients’ plan administration needs.

Debbi obtained her B.A. in Mathematics and Secondary Education at Saint Anselm College.


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