Meet Katie Glanz
Senior Customer Care Consultant
Remote from: Earlville, IA
What are the essential functions of your position?
I help both internal and external customers understand how their 401(k) plan works and help them ensure their plan remains in compliance. I also help show customers how they can utilize the plan to maximize their retirement benefits.
What do you enjoy most about your position?
Working with our customers to help them save for retirement and meet their business goals.
What’s the most challenging aspect of your role?
The industry and laws are constantly changing.
What sets PAi apart?
When calling us, you will always receive a “real” person to help assist you and our representatives truly care about helping.
If you were stranded on a desert island, what three items would you want to have with you?
Cell phone, my dog, matches.
What are your hobbies and passions outside of work?
Spending time with family and friends, going for hikes, camping, and spending times at my husband’s family farm taking in the peacefulness.
If you could choose one hobby that right now seems out of your reach (either financially or because of time constraints), what hobby would you take up and why?
What does your ideal retirement look like?
Travel the U.S. with my husband and go camping in all of the National Parks.