The 401(k)
Success Consultant

ABOUT US: Boston, Providence, and MetroWest Retirement Planning

Andrea Vassiliadis is an independent licensed advisor with 18 years in qualified 401k retirement planning, contribution limits, regulations and laws.

Andrea Vassiliadis, AIFA, QKA, PRP, is President of TriPension Associates. Andrea has dedicated over 18 years to successfully bringing the right retirement plan solutions and superb service to her clients. Her perpetual objective and focus is to take as much off their plate as possible, so clients can focus on their business while knowing their fiduciary responsibilities are fully covered and protected. Andrea is an expert licensed financial advisor as well as a respected authority in pension administration with all financial platforms. TriPension is an independent, unbiased firm; therefore, Andrea and her team can customize the best retirement package from the finest available platforms and funds, setting clients up for success! Email Andrea.

Cheryl Luongo is Director of Client Relations of TriPension Associates. She has over 20 years of experience in the retirement industry. Cheryl has worked with Andrea for over 5 years. She specializes and excels in new business implementation and fostering the critical new client relationships. Cheryl is dedicated to providing outstanding client service, resulting in client success! Email Cheryl.

Beth Pitman is Director of Marketing of TriPension Associates. Beth has over 15 years of marketing experience in Brand Management, Marketing Strategy, User Acquisition, Product Management and Creative Strategy. Most of her experience is online but Beth has traditional marketing skills as well. The retirement industry is new to Beth, but her fresh eyes complement the decades of experience of Andrea and Cheryl. Beth is dedicated to the success of clients, and of TriPension Associates! Email Beth.

During my 20 years in the industry, [TriPension] ranks amount the highest of all my professional relationships with TPAs. [They] have always been proactive, timely and responsive in all aspects of the recordkeeping and plan design process."

Ted Porter, CFP, CDFA
Partner
KSP Financial Consultants

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