Retirement Plan Solutions Consultant
Diana Barisof joined Associates in Excellence (now known as First Allied Retirement Services) in 1999 and currently serves as Retirement Plan Solutions Consultant.In that capacity her primary focus is to provide qualified retirement plan consulting and solutions to Financial Advisors for their small and medium sized clients.
In addition, Diana assists clients and advisors regarding all phases of their qualified retirement programs, including plan design, vendor assessment, plan conversions, employee education and training.Diana’s tenure in the Retirement industry spans more than 20 years. Prior to her current appointment, Diana served as a Senior Retirement Plan Consultant and Defined Benefit Team Leader with First Allied Retirement Services.Prior to joining First Allied, for 5 years Diana was a Pension Administrator for Actuarial Consultants Inc., (ACI) in Torrance California.Diana is an active member of the American Society of Pension Professionals and Actuaries (ASPPA) and National Association of Plan Advisors (NAPA).Diana holds ASPPA’s Qualified 401(k) Administrator designation, bachelor’s degree in mathematics and undergraduate degree in physics from the University of Barcelona & UNAM. Diana recently earned the Human Resources Practices Certification from the School of Industrial and Labor Relations from Cornell University.Diana is also a Pension educator and volunteer with ASPPA: She has trained junior administrators and helped them earn their credentials.She often serves as a speaker at the Association for Accounting Administration (AAA) NorCal Chapter. “Sharing Qualified Retirement Trends”As a Toast Master Diana enjoys entertaining and telling stories, she loves running with her dog Duke, traveling with her husband and family and watching movies with her friends.