About Katie

Background

Mrs. Roose graduated from Florida State University with a Bachelor of Science in Actuarial Mathematics and a minor in the College of Business.

She brings with her over 11 years of experience in the pension services industry. Mrs. Roose is extremely knowledgeable and is recognized as a specialist in the Defined Contribution Plan Administration, compliance and government reporting 

Skills

Mathematics, DC compliance, problem solving, multi-tasking 

Pet Peaves

Rude, negative people and messiness 

Loves

FAMILY, football, boating, running, laughing, traveling and WINE 

Future

Her attention to detail and knowledge has placed PENSERVCO as one of the premier third party administrator in the United States today