Annie Messer

President, Member Relations, Pension Resource Institute and Vice President, Fiduciary Services, Group Plan Systems

Annie Messer, AIF®, CPFA®, NQPATM, QKA®, RCCTM, is a nationally recognized retirement plan and fiduciary governance expert who delivers practical, plain-English guidance on ERISA compliance, SECURE 2.0, and fiduciary decision-making. She speaks regularly to financial advisors, plan sponsors, and compliance professionals, translating complex regulation into actionable steps that audiences can implement immediately.

She is President of Member Relations at the Pension Resource Institute (PRI), where she leads strategic consulting, compliance, and education initiatives for financial institutions and plan fiduciaries. She also serves as Vice President of Fiduciary Services at Group Plan Systems (GPS), an independent Pooled Plan Provider, overseeing fiduciary governance and supervisory processes for Pooled Employer Plans.

Prior to joining PRI and GPS in 2023, Annie spent 14 years at Cambridge Investment Research, Inc., supporting retirement plan technology, fiduciary resources, regulatory education, and ERISA compliance. Her career uniquely blends regulatory depth with real-world implementation, allowing her to deliver content that is both technically accurate and operationally practical.

Annie Messer

Annie Messer, IF®, CPFA®, NQPATM, QKA®, RCCTM, is a nationally recognized retirement plan and fiduciary governance expert who delivers practical, plain-English guidance on ERISA compliance, SECURE 2.0, and fiduciary decision-making. She speaks regularly to financial advisors, plan sponsors, and compliance professionals, translating complex regulation into actionable steps that audiences can implement immediately.

Annie is President of Member Relations at the Pension Resource Institute (PRI), where she leads strategic consulting, compliance, and education initiatives for financial institutions and plan fiduciaries. She also serves as Vice President of Fiduciary Services at Group Plan Systems (GPS), an independent Pooled Plan Provider, overseeing fiduciary governance and supervisory processes for Pooled Employer Plans.

Prior to joining PRI and GPS in 2023, Annie spent 14 years at Cambridge Investment Research, Inc., supporting retirement plan technology, fiduciary resources, regulatory education, and ERISA compliance. Her career uniquely blends regulatory depth with real-world implementation, allowing her to deliver content that is both technically accurate and operationally practical.