Guideline
Mandy Lantz, QKA, is a seasoned retirement plan professional with extensive experience in government filings and plan administration. Currently serving as a Government Filings Operations Specialist at Guideline since April 2022, Mandy previously held the position of Senior Implementation Specialist at Ubiquity Retirement + Savings, where responsibilities included onboarding new plans to their platform. With a strong background in managing defined contribution and defined benefit plans, Mandy's career also includes roles as an Administrative Consultant at PenSys, Inc. and Pension Administrator at Nicholas Pension Consultants. Mandy possesses robust expertise in compliance testing, trust accounting, and providing exceptional customer service, underpinned by a Bachelor's degree in Psychology from California State University-Sacramento and an Associate’s degree from Folsom Lake College.
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