Tejera & Associates, LLC

Consultants to Retirement Plan Sponsors

 

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Martha Tejera
Project Leader, Subject Matter Expert (Administration, Consulting)
206-855-0791
1-800-342-4619
martha.tejera@tejera-associates.com

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Martha Tejera brings over 30 years of consulting experience in the design, funding, administration, and communication of retirement plans. Since 2005 she has focused on helping plan sponsors evaluate, select, and establish service arrangements for their retirement programs.  She enjoys partnering with benefits staff, Committees, vendors, and other benefits professionals to seek the best solution for plan participants.

Martha is a former Principal with Mercer.  Her experience includes managing 401(k) recordkeeping teams for Mercer, The Wyatt Company (now Towers Watson), and in-house for Weyerhaeuser.  She is able to bring the detailed knowledge of platforms and procedures to help plan sponsors understand and work within the constraints of the systems.  Martha is an Enrolled Actuary (R) under ERISA and serves on the board of the Seattle chapter of Western Pension & Benefits Council and the Institutional Retirement Income Council, and is a frequent speaker at industry conferences.  She is an honors graduate from the University of Washington in economics.
 


Abigail Stanton
Search Consultant, Subject Matter Expert (Administration)
(425) 562-7928
abby.stanton@tejera-associates.com

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Abby Stanton brings 15 years of retirement administration and consulting experience. Since 2005 she has managed the provider data for Tejera & Associates, including benchmarking general capabilities and participating in due diligence site visits.

Abby assisted with the evaluation of vendor capabilities while a consultant at Mercer.  She was also a team leader at Howard Johnson & Company (now Bank of America Merrill Lynch) providing recordkpeeing services.  Abby earned the Certified Pension Consultant (CPC) designation from the American Society of Pension Professionals and Actuaries (ASPPA). She is a University of Washington graduate with a degree in mathematics.

 

Nancy Lorenzen
Subject Matter Expert (Administration, Investments)
nancy.lorenzen@tejera-associates.com

Nancy Lorenzen brings over 25 years of experience with retirement plans and has been assisting clients with provider selection and investment review since 1995 as president of HR Advocates Inc.  During her career she has managed defined contribution recordkeeping departments, conducted outside audits, and developed one of the first automated voice response systems for 401(k) plan enrollment.

Nancy is a Certified Public Accountant, has worked with PriceWaterhouseCoopers, Alexander & Alexander Consulting Group, and Ernst & Young.  She is President of the Florida West Coast Employee Benefits Council and is based in Tampa, Florida.


Martin Schmidt
Subject Matter Expert (Administration, Trust/custody, Negotiation)
martin.schmidt@tejera-associates.com

Martin Schmidt brings over 25 years of experience in the administration, design, development, and evaluation of retirement plan systems.  Since 2006 he has worked with HS2 to help plan providers develop their retirement offerings, including system design and asset management strategies.  He also works with plan sponsors to evaluate, select, and negotiate contractual arrangements with their services providers.

Martin is form Principal with Buck Consultants where he managed the Midwest region of their retirement practice.  His experience also includes managing 401(k) and defined benefit teams at Hewitt.  He also was responsible for developing third party relationships with system providers and trustees to support the first 401(k) daily trading platform at Hewitt (now Aon Hewitt).  Martin holds a CPA certificate, is Chair of the Institutional Retirement Income Council, and a is a frequent speaker at industry conferences.  He has a graduate degree in finance from Loyola University of Chicago and an accounting degree from Northern Illinois University.


Michelle Rathbun
Subject Matter Expert (Actuarial, Administration)
michelle.rathbun@tejera-associates.com

Michelle Rathbun brings over 12 years of consulting and plan sponsor experience in the funding, accounting and administration of pension plans.  Her unique perspective allows her to understand the different views of the same objective, to maximize retirement program effectiveness in the current business environment.

Michelle is a former actuarial consultant of Mercer where she worked with multiple facets of the annual funding and accounting valuation process for both private and public sponsored pension plans.  Her work experience includes Milliman, Sedgwick Noble Lowndes and in house for Regence Group.  Michelle is an Enrolled Actuary (R) under ERISA and has served on the leadership team of the Portland Actuarial Club.  She is a Whitman College graduate with a degree in mathematics.


Laura Renshaw
Search Analyst
laura.renshaw@tejera-associates.com

Laura Renshaw is a retirement benefits professional with over 7 years of experience working with organizations to manage and administrer various benefit programs, including Howard Johson & Company (now Bank of America Merrill Lynch), and Western Wireless Corporation (since acquired by T-Mobile).

She received a Certification in Employee Benefits Law from the Institute of Applied Management & Law, completed the defined contribution portion of the Certified Employee Beneifts Specialist (CEBS) series, and graduated from Central Washington University with a degree in Business Administration, specializing in finance.