Josephine Robinson

• Over 40 years of experience in the financial services industry
• Over 10 years in retirement plan administration
• Bachelor’s degree in Business Administration

Josephine brings over 40 years of experience in the financial services industry to her role as Retirement Plan Administrator at PPA, a position she has held for the past decade.

Her career began with a Bachelor’s degree in Business Administration, which laid the foundation for a lifelong focus on retirement planning and client service. At PPA, Josephine serves as a key liaison between clients, record-keepers, third-party administrators (TPAs), and plan participants. She manages all aspects of 401(k) and retirement plan administration, ensuring compliance with IRS regulations and alignment with each client’s specific plan design and goals.

Josephine takes pride in her depth of knowledge, attention to detail, and ability to problem-solve with care and precision. She values the opportunity to collaborate closely with advisors, management, plan sponsors, and service partners, and enjoys staying current with evolving legislation and compliance requirements.

She appreciates PPA’s strong, family-oriented culture, where dedication to clients and genuine relationships are at the heart of the organization.

Outside of the office, Josephine enjoys singing, traveling, family game nights, and large family reunions, reflecting her love of connection and community.