Company Profile

WLR & Associates, Inc. has been providing full-service employer sponsored retirement plan administration and consulting since 1997. WLR & Associates, Inc. assists employers in the design, implementation, administration and communication of a wide range of retirement plans. We are committed to providing these services to our clients in a timely, accurate and cost-effective manner.

Our benefit professionals are dedicated to helping employers implement retirement plans that promote corporate goals and objectives, control costs, and give employees a sense of security.

WLR & Associates takes the confusion out of plan administration duties 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 that permits us to process our client’s work more efficiently and ensures the highest standards of quality.

We view ourselves as consultants as well as administrators. Our objective is to provide timely and accurate consultations with our clients whenever these services are required during the year. Often business decisions have an impact on the retirement plans, and we encourage our clients to call before a significant business decision is made so that we may advise them on the ramifications to the retirement plan.

WLR & Associates does not sell or recommend investments to our clients and thus we do not have a vested interest in the investments offered in their plans. We are generally familiar with the investment options available to qualified retirement plans and can consult with our clients on the relative merits of the investments and how their use might impact the administrative process.

Our People

WLR & Associates' 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. We are committed to providing our clients with friendly, courteous and responsive personalized service of superior quality.

W. Louis Rossie, III, QKA
President

Louis is the founder of WLR & Associates, Inc. He has more than 20 years of experience in handling the administration of qualified retirement plans. During the thirteen years prior to founding the firm, he worked for several well-known firms in the Charlotte area. Louis' primary responsibility is to develop effective plan design for clients, handle plan administration and compliance testing and supervise the services provided by the firm.

Louis is an alumnus of Virginia Military Institute with a BA in Economics. He is also a Member of the American Society of Pension Professionals and Actuaries.

Sandra Duggins
Pension Administrator

Sandra manages ongoing administration of defined contribution plans including all aspects of ERISA and Internal Revenue Code compliance. With over 20 years of experience in administration and communications, Sandra has been instrumental in improving and maintaining our high level of customer service. Sandra joined WLR & Associates in May of 1999.

Sandra has completed the C1 exam with the American Society of Pension Professionals and Actuaries and is working towards obtaining the QKA and QPA designations.

Eileen Curry, QKA
Pension Administrator

Eileen manages ongoing administration of defined contribution plans including all aspects of ERISA and Internal Revenue Code compliance. With over 20 years of experience in administration, Eileen has been instrumental in improving the technical aspects of the firm though her research and improving procedures and forms. She also works with outside actuaries on the administration of our Defined Benefit Plans. Eileen joined the company in March of 2000.

Eileen is an alumnus of UNCC with a BA in Politic Science. She has earned the QKA designation from the American Society of Pension Professionals and Actuaries and is working towards the QPA designation.

Lynne Bruce
Office Manager

Lynne's responsibilities include the day-to-day operations of the firm. She is also directly involved with all aspects of customer services, payroll processing, distribution and loan processing. Lynne joined WLR & Associates in January 2001 with extensive experience in the insurance field.
 

Ron Kramer
Pension Consultant

Ron manages ongoing administration of defined contribution plans including all aspects of ERISA and Internal Revenue Code compliance. With over 20 years of experience in administration, Ron brings many skills to our company to include detailed compliance analysis. Ron joined the company in December of 2005.

He is working on earning QKA and QPA designation from the American Society of Pension Professionals and Actuaries.

Shelley Duggins
Administrative/Pension Assistant

Shelley’s responsibilities include payroll processing, trust accounting, customer service, Federal and State tax depositing and reporting, and assistance with participant distribution and loan processing. She joined the company in June of 2002.

Patrick Richardson
Administrative/Pension Assistant

Patrick’s responsibilities include payroll processing, trust accounting, customer service, and assistance with participant distribution and loan processing. He also handles all computer services for the company. He joined the company in June of 2002.
 

Barbara Lackey
Administrative Assistant

Barbara joined the company in February 2007 and her responsibilities include payroll processing, customer service, and assistance with participant distribution and loan processing.