TRPC’s Executive and Management Team
John Kopra, CPA is President and CEO of The Retirement Plan Company, LLC. John received his MBA from State University of New York. He has over 30 years of experience in investment management, qualified retirement plan consulting, recordkeeping, and government reporting services. As a CPA, he practiced and held management roles with national and regional CPA firms before founding TRPC. John is a member of the American Institute of Certified Public Accountants, the Tennessee Society of CPAs, and is former President of the Middle Tennessee Employee Benefits Council
Patricia Bowker, CPA is CFO and Director of Operations for TRPC. Patricia has over 20 years of professional experience in the employee benefits industry. She received her Bachelor of Science in Accounting from David Lipscomb University in Nashville, TN. She is a Certified Public Accountant and a member of the American Institute of CPAs as well as the Tennessee Society of CPAs.
Patrick Hale, JD, MBA is TRPC’s Director of Client Services. Patrick received his Bachelor of Arts in Business Administration from Ouachita Baptist University and earned a Master of Business Administration and Juris Doctor from the University of Arkansas. He has over 18 years experience within the retirement plan industry. Prior to joining TRPC, Patrick held leadership positions with several third party administration and investment advisory firms. Patrick is licensed to practice law within the state of Arkansas and attained the designation of Qualified Plan Administrator (QPA) from the American Society of Pension Professionals and Actuaries (ASPPA).
Rick Pummill, CLU, QPA, QKA is the U.S. Manager of Consulting and Compliance for TRPC. Rick has worked over 30 years in the development, management and administration of qualified retirement plans. He has assisted thousands of business owners and their advisors in identifying opportunities to help management achieve their objectives. Rick earned a Bachelor of Arts degree in Economics from Dartmouth College and received his Chartered Life Underwriter (CLU) designation from the American College and his Qualified Pension Administrator (QPA) and Qualified 401(k) Administrator (QKA) designations from the American Society of Pension Professionals and Actuaries (ASPPA). Rick is an active member of ASPPA and the Dayton, Ohio Employee Benefits Group. He also serves on the boards of several local non-profit organizations.
Rick Vaughan, ASA, EA, MAAA, MSPA is Division Leader for TRPC’s office in Greenville, SC. He has over 35 years of experience in qualified retirement plan consulting, recordkeeping, and government reporting services. He has worked with countless business owners and their professional advisors in order to create retirement programs that meet the objectives of management. Rick received his Bachelors and Masters degrees in Mathematics from Clemson University. He is an Associate of the Society of Actuaries, an Enrolled Actuary, a Member of the American Academy of Actuaries and a Member of the American Society of Pension Professionals and Actuaries (ASPPA).
Scott Cloud, MBA, CPC is TRPC’s Director of Sales and Marketing and is located in Columbus, OH. Scott has 12 years of experience in the retirement plan
industry, with expertise in plan design, documents, administration, and consulting. His role with TRPC includes business development and relationship management with our investment advisor partners. Scott received a Bachelor of Science in Business Administration from Miami University (OH), and earned an MBA from The Ohio State University. He is an active member of the American Society of Pension Professionals and Actuaries (ASPPA) and has earned his Certified Pension Consultant (CPC) designation.
J. Scott Rader, MBA, is TRPC’s Director of Wealth Advisory Services. He has over twenty years of investment management experience for individuals, corporations, and qualified retirement plans. Prior to joining TRPC, Scott held wealth management and trust officer positions with banks and investment advisory firms. His responsibilities with TRPC include business development and relationship management with retirement plan sponsors, as well as oversight of investment advisory services. He received his MBA with a concentration in Finance from Wright State University, and a Bachelor of Science Degree with honors from the University of Michigan.
Amit Kakar serves as the Global Business Head for TRPC Service Team Private Limited, India. His core responsibilities include overseeing the Indian business and executive functions at TRPC. He is responsible for managing the company’s investment in people, through recruiting and training new team members for our India offices. Amit has a Master of Business Administration from IIPM India and has over nine years of experience in the retirement plan industry. Prior to his association with TRPC, Amit worked with other leading Retirement Administration companies, where he had global responsibility for operations, client services, performance attribution, business continuity and planning and training.
Manisha Kakar serves as the Business Leader for TRPC Service Team Private Limited, India. She leads operations, transitions and process improvements for clients at TRPC Service Team and holds notable insight into the varied activities of retirement plan administration. Manisha has a Master of Business Administration from the Institute of Marketing and Management, Delhi, India, and has over nine years of experience in managing operations. She has been responsible for new projects, planning process reengineering, and maintaining deliverables.
Arun Mittal is responsible for developing and executing strategies that promote productivity and efficiency, and that enhance technical talent for TRPC’s offshore unit. A Science graduate from Delhi University with a Master of Business Administration from ICFAI University, India, Arun has over 10 years of experience in the retirement plan industry. He possesses key expertise in retirement plan administration, and is an asset to the organization in the areas of project management and new business conversions.