Sarah Cook - Retirement Plan Consulting - United Capital

Sarah Cook

Senior Retirement Plan Consultant

Sarah Cook is a Senior Retirement Plan Consultant for PFE Advisors, Inc. d/b/a The PFE Group. With more than 15 years of retirement plan industry experience, Sarah advises on all aspects of qualified retirement plan administration specifically compliance related issues and complex plan designs. At PFE, Sarah focuses on working with Investment and Administrative Committees to assure they are meeting their Fiduciary obligations to their plans and participants.

Prior to joining The PFE Group, Sarah was a Senior Plan Consultant for CDM Retirement Consultants, Inc. a Third Party Administration and Consulting firm.

Sarah holds a B.A. in Economics from St. Mary’s College of Maryland. She has earned her Qualified 401(k) Administrator (QKA) designation from the American Society of Pension Professionals & Actuaries (ASPPA) and her Tax-Exempt and Governmental Plan Consultant (TGPC) designation from the National Tax-Deferred Savings Association (NTSA).