Annie Roman

Annie Roman possesses extensive experience in retirement plan administration and compliance, currently serving as QA Manager at Nova 401(k) Associates since January 2023. Previously, Annie held the position of Compliance Leader at Polycomp Administrative Services, Inc. from August 2006 to January 2023, offering consultation services to business owners while addressing complex compliance questions through detailed research of IRS and DOL regulations. Annie's earlier roles include Pension Administrator at Atteberry/Searle, Inc. and Compliance Specialist at Invesmart of Silicon Valley, focusing on compliance testing and audit support. Annie holds a Bachelor of Arts in Economics from the University of California, Santa Cruz, earned between 1996 and 2000, and completed secondary education at San Francisco University High School.