Kelton joined the Preferred Pensions team in January, 2017 with over 25 years of experience at national record keeping platforms and ownership of a third-party administration firm. As the VP of TPA Services, he provides management oversight of our service delivery and sales and consulting opportunities. Kelton enjoys helping CPAs, advisors and clients understand the options available through plan design and determining what works best for their Plans and participants.
Kelton is a member of the American Society of Pension Professionals and Actuaries (ASPPA), serves on the Plan Consultant Magazine committee that is published quarterly by the ASPPA and is active in the local chapter in Philadelphia.
Kelton is a qualified 401(k) Administrator (QKA) and received his Bachelor of Arts in Mathematics from West Virginia University. He enjoys spending time with family, rooting for the WVU Mountaineers and Philadelphia Eagles. He spends too much time playing in various fantasy sport leagues and thinks the Kindle is a wonderful invention and reads whenever time permits.
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