Company Profile

Company Profile

What makes The Haslauer Group The #1 Choice?

Our people, our professionalism, and the personalized attention that we give to each client. This is what makes us the number one choice for retirement plan consulting firms. The Haslauer Group is committed to only the highest standards of professionalism and service quality. We do this through hiring the right employees and making a long-term commitment to their growth as benefit professionals. We take great pride in the development and administration of our clients’ qualified retirement plans. Contact us today and let us show you why we are truly the number one choice in retirement plan administration firms.

Our People

The Haslauer Group’ s 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. They are committed to providing our clients with friendly, courteous and responsive personalized service of superior quality.


Beverly B. Haslauer, ERPA, CPC, QPA, QKA

Beverly B. Haslauer, ERPA, CPC, QPA, QKA
President

Beverly has many years of experience in the retirement field and is well known in the industry both locally and nationally. She is a Certified Pension Consultant, a Qualified Pension Administrator, and a Qualified 401(k) Administrator. She has also earned the Enrolled Retirement Plan Agent (ERPA) designation from the Internal Revenue Service. She has served as a member of the Board of Directors of the American Society of Pension Professionals and Actuaries. She has also served on ASPPA’s Government Affairs, Education & Examination and Conference Committees. Beverly is responsible for the design and implementation of qualified plans and is available to be your personal plan consultant.

Tracy N. Novak, ERPA, QPA, QKA

Tracy N. Novak, ERPA, QPA, QKA
Vice President, CFO

Tracy is directly involved with all aspects of participant recordkeeping, distribution and loan processing, and compliance testing. She is a Qualified Pension Administrator, a Qualified 401(k) Administrator and has earned the Enrolled Retirement Plan Agent (ERPA) designation from the Internal Revenue Service. With over 20 years’ experience in retirement plan design, administration and communications, she has been instrumental in improving the administration of our clients’ plans by streamlining procedures and forms.

Jonathan B. Haslauer, ERPA, QPA, QKA

Jonathan B. Haslauer, ERPA, QPA, QKA
Vice President, Pension Administration

Jonathan manages plan design, implementation and ongoing administration of The Haslauer Group’s defined contribution and defined benefit plans including all aspects of ERISA and the Internal Revenue Code. With over fifteen years in the industry, Jonathan has earned designations as a Qualified Pension Administrator and a Qualified 401(k) Administrator. He has also earned the Enrolled Retirement Plan Agent (ERPA) designation from the Internal Revenue Service. He graduated cum laude in mathematics from Tulane University and is responsible for the trust accounting and administration of many of our retirement plans.