Peggy Ross

Peggy Ross began her retirement plan career with Ceridian Benefits which later sold the 401(k) division to The Newport Group. While at Ceridian/The Newport Group, Peggy managed contribution and trade processing and later moved into plan administration. Peggy joined ClearPoint Financial after serving as an Account Manager at The Standard. Her responsibilities include plan design, client relationship management, and participant communications.

Peggy Ross earned an Associate of Science degree in Nursing from Marymount College of Virginia, and an Accounting degree from St. Petersburg College. She holds FINRA Series 6 and 63 licenses, and also earned the Qualified 401(k) Plan Administrator (QKA) professional designation from the American Society of Pension Professionals and Actuaries (ASPPA).

Peggy resides with her husband in Mill Creek, WA and they have 3 grown children.