TRPC’s Executive Team

Patrick Hale, JD, MBA
Managing Partner

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 of 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).

Kerrie Chambliss

Managing Director of Client Experience

Kerrie has a Bachelor of Science degree in Business Administration from Southern Illinois University and has worked in the financial services industry since 1998. Earning a Series 7 & 63 securities license in 2000 and a Certified Retirement Services Professional (CRSP) designation in 2002, she has dedicated the last 20 years of her career to developing quality teams and processes that allow for successful operation of corporate retirement plans.

Jon Croft

Managing Director of Operations

Now serving as the Managing Director of Operations, Jon previously held leadership positions as Vice President of Technology and Operations—with U.S. BENCOR/MidAmerica, a partner firm under the USRBP umbrella. Before joining USB/MA in 2019, Jon was a Senior Director at Willis Towers Watson, leading both U.S. and India-based teams, and managing application development, DevOps, infrastructure, technology operations, data services, and client configuration management of custom and SaaS platforms supporting the core business.

Jon earned both his Bachelor of Science and Master of Science degrees from the University of Florida. He is a Certified Scrum Master and holds certification as a Project Management Professional (PMP) from the Project Management Institute.

Amit Kakar

Managing Director, Business Processing Center

As the managing director of our processing centers, Amit is integral in leading and executing the strategic direction for our processes. Amit holds a Master of Business Administration degree and has nearly two decades of global experience in the retirement plan industry.

Todd Levy

Managing Director, RIA

With 27 years of experience in the retirement plan industry, including 18 years with Ingham/TRPC, Todd is genuinely passionate about wealth management and helping clients achieve their financial goals. For Todd, building trust is what it’s all about—he builds trusted relationships with plan sponsors, plan participants, and staff to consistently deliver industry-leading results. He is committed to providing education and guidance to participants and plan sponsors, enabling them to make informed decisions about retirement savings, because everyone deserves the opportunity to retire with financial security. Todd earned a Bachelor of Science degree in Finance from Syracuse University.

Ryan Murphy

Managing Director of Finance & Accounting

Ryan sharpened his financial expertise in a number of prior roles before joining TRPC, most recently as Vice President of Finance for U.S. BENCOR/MidAmerica, a partner firm under the USRBP umbrella. Previously, Ryan served as Controller and then Vice President of Finance for Acclaris, Inc., a Willis Towers Watson Company. Ryan earned a Bachelor of Business Administration degree in Accounting from the University of Notre Dame and a Master of Business Administration degree from the University of Florida. He is a Certified Public Accountant (CPA).

Bill Pearce

Managing Director, Technology

Since joining The Retirement Plan Company (TRPC) in 2016, Bill has been leading the Technology team, setting the technological direction of the company and managing TRPC’s global Development and QA staff.

Bill’s entire 40+ year career is comprised of pension systems software development, beginning at Tillinghast, Nelson & Warren (now part of Willis Towers Watson), where he developed their first in-house DC and DB administration systems. Next, he served in various management capacities in the development of Corbel’s industry leading Quantech pension administration system (now FIS-Relius), ending his tenure as Relius’ Vice President of Software Development and head of their global Development groups.

Bill earned a Bachelor of Science in Software Development with emphasis on Business Administration from DeVry University Atlanta. When he’s not working on pension systems, he’s a professional sports photographer shooting at the collegiate, Olympic, and professional levels.

Michael Bissett

Managing Director, Growth

With over 40 years of involvement in the financial services and retirement industries, Mike has experience in sales management, driving operational excellence, customer engagement, and so much more.  Mike studied Business Administration at Eastern Nazarene College in Quincy, MA, and holds the designation of Accredited Investment Fiduciary. 

As our Managing Director of Growth,  Mike supervises the TRPC sales team, collaborates closely with the National office teams, and implements strategies to boost revenue growth and maximize sales potential.