Effective March 16, 2017: The U.S. Prime Rate Has Increased from 3.75% to 4.00%.
"Remember that time is money."
― Benjamin Franklin
We take the time to truly understand your business by asking a lot of questions. This insight enables us to integrate your retirement plan into your overall Benefits strategy and goals. Our organization and management structure is designed to accomplish this. We are experts at creating and managing the most tax advantaged qualified plan design that integrates the needs of the business, owners and employees. As a result, you will experience anan improved Return on Investment (ROI) on your retirement benefit offering.
We are mindful of your other obligations, so we won’t take up much of your valuable time.
We help you understand and comply with complicated government regulations.
We take your information and data in a format that are easy for you to provide.
We are a top-tier TPA partner with the national recordkeeping platform providers because of our skills, discipline, systems, processes and people.
Our superior service model is intentionally designed to have the smallest plan load per consultant, ensuring you more friendly, personal attention.
Robert C. Wisner has provided leadership to The Paragon Alliance Group since its inception. As owner, Rob oversees all aspects of the company with a primary focus on plan design, consulting, marketing and business development.
Rob started his employee retirement plan administration career in 1982 having served as corporate plan administrator for one of the country's pioneer 401(k) Plans. He furthered his career serving as manager of custom plan record keeping for a company that developed into one of the largest third-party record keepers in the nation.
Rob holds a Bachelor of Science degree in administration/accounting from Bloomsburg University. Rob also continues to develop his credentials by obtaining Professional Education credits each year. He serves as a member of The Advisory Committee for the Retirement Plan Division of several prodigious international financial institutions. As an Advisory Committee member, he is able to communicate the needs of our clients, participants, advisors and staff to create and implement an action plan with our alliances. The end result enhances the overall value of the service, products and tools provided. The team of professionals at Paragon relays much of this information to Rob before attending calls and meetings.
Rob enjoys spending time with his family and has been active in his local community by coaching within various youth athletic programs. He also enjoys playing golf, softball, and basketball.
Joseph E. Tobin is the Manager for The Paragon Alliance Group and is responsible for coordination of the day to day activities in the office. His duties include assisting in the hiring process, training new employees and conducting staff evaluations. While overseeing the Ongoing Business Team, he also assists clients with the design, administration, compliance monitoring, and reconciliation requirements for their qualified retirement plans.
He has held positions in the 401(k) industry since 1995. His background includes conversions of 401(k) plans and creating Plan documents. Joe has a Bachelor of Science degree in Accounting from DeSales University and has successfully earned his QKA Designation from the American Society of Pension Professionals & Actuaries (ASPPA).
Joe enjoys reading, sports and spending time with his wife and two sons.
Cathleen J. Baker is the Compliance Manager for The Paragon Alliance Group. Cathie is responsible for the preparation and amendment of plan documents and providing strategic plan design/consulting solutions for Paragon clients. Cathie researches various issues relating to qualified retirement plans and evaluates the impact of law changes on client plans.
She supports Paragon by educating staff regarding the options available within qualified plans. Cathie began her career in the banking industry, preparing tax returns for trusts, estates, and individuals. Since 1994, she has worked in the retirement plan field, working for one of the country’s largest independent retirement plan record keepers. She also worked for a start-up third party administration firm, assisting in the development of that firm into one of the top 100 fastest-growing privately-held businesses in the Philadelphia area.
She earned her B.B.A. in Accounting from Temple University. She received a paralegal certificate from The Philadelphia Institute for Employee Benefits Training and continues her education through courses offered by the American Society of Pension Professionals & Actuaries.
Cathie enjoys spending time with her family, supporting them in their sports activities, and is active in church and community activities.