Melissa Puza

Client Transition Manager at Pentegra Retirement Services

Melissa Puza is an experienced professional in the retirement and financial services industry, currently serving as a Sales Enablement Specialist at Pentegra Retirement Services since November 2021. Prior roles include Retirement Support Specialist at Human Interest and Wealth Employee Benefits Analyst II at BB&T, where responsibilities encompassed account administration, client communication, and data preparation. Earlier experience includes positions such as Administration Analyst I at Sharonview FCU and Back Up Head Teller at NBSC, focusing on customer service and financial transactions. Melissa holds a Bachelor of Science in Business Administration with concentrations in Marketing and Management from Limestone University, as well as an Associate of Science in Marketing from Greenville Technical College.

Location

Charleston, United States

Links

Previous companies


Org chart

This person is not in the org chart


Teams


Offices

This person is not in any offices


Pentegra Retirement Services

The Pentegra name was derived from the words pension + integrity. Integrity is at the foundation of everything we do. Since its beginning more than 70 years ago, Pentegra has been a company that defines itself more by its values than a particular product or service. We’ve built our business by doing what we do the right way. By putting participants first. By accepting fiduciary responsibility and legal accountability for our work. By correctly representing what we do, what we don’t do, and how much we get paid. By following the rules, no matter how complex. These values serve as the foundation of Pentegra’s culture, character and brand. Responsibility for successful retirement plan outcomes—for our clients, their participants and our partners—is one that we take seriously. Integrity in all we do. That’s an advantage. Understanding what makes our retirement plan solutions unique starts with our story. Pentegra is one of the largest and most experienced multiple employer plan providers in the nation. We’ve specialized in multiple employer plan solutions—having sponsored two of the largest multiple employer plans in the United States for over 70 years. This focused expertise has helped us develop single employer plans from a unique perspective. Which is why with every retirement solution, we bring the same focus—relieving you of the fiduciary and administrative burdens that come with sponsoring a retirement plan. Comprehensive retirement plan solutions. That’s an advantage.


Industries

Employees

201-500

Links