With over 22 years of experience in the retirement services industry, Colleen Porcaro brings a wealth of knowledge and experience to the 401(k) & Pension business development team. Colleen started her career at Blue Ridge as the Director of New Business, where she led the team responsible for onboarding 401(k) clients in the Maryland office. From prospect cost proposals to plan design, document drafting, and providing expert guidance throughout implementation, she served as a primary point of contact to ensure a smooth transition from proposal to plan setup and building strong, lasting relationships along the way.
Now as the Director for Retirement Plan Design & Sales Consulting – 401(k) & Pension at Blue Ridge, Colleen is responsible for driving sales growth, providing plan design, consulting expertise, and fostering strong, long-term relationships with financial advisors and clients.
Before joining Blue Ridge, Colleen spent 15 years with Coastal Pension Services, gaining extensive experience in retirement plan administration. She also worked with two other Third Party Administrators in the area, honing her expertise across various facets of the industry.
Colleen frequently represents the company at industry and sales meetings, presenting on retirement plan design and best practices. A member of the American Society of Pension Professionals & Actuaries (ASPPA), Colleen is committed to continuing education and maintaining strong connections within the retirement plan community.