Holly Nance, ERPA, QPA

Holly Nance is an ERPA and QPA with over 40 years of experience in the retirement planning field. Holly began their career in 1980 as a Pension Coordinator at Tracor, Inc., where they reported directly to the Vice President of Human Resources and was responsible for Retirement Plan and 401(k) Savings Plan compliance. In 1992, they joined The 401(k) Company as Senior Vice President, where they were responsible for the daily administration of defined contribution plans for over 100 sponsors and over 15 billion in plan assets. Holly then moved to Charles Schwab in 2007 as Director of Client Services before joining NextStep Defined Contribution, Inc. in 2009 as Vice President of Strategic Planning & Operations. In 2010, they took on the role of Client Manager of Recordkeeping Relations at Dimensional Fund Advisors before their current role as Sr. Business Analyst at July Business Services, which they began in 2020.

Holly Nance attended Austin Community College from 1980 to 1983, studying Business Administration. Prior to that, they attended Round Rock High School from 1970 to 1974. In 2010, they obtained the ERPA certification from the Internal Revenue Service and the QPA certification from the American Society of Pension Professionals and Actuaries.