Bonnie Post is the Director of Client Services, overseeing the Retirement Plan Management team in Denver and remote employee locations. Bonnie’s team is responsible for daily administration and compliance work for more than 800 plans
In 2016, Bonnie joined LT Trust, which was acquired by American Trust in 2021. She has over 30 years of experience in the retirement plan industry. Prior to joining the company, Bonnie was the Team Leader/ Consultant at Nova 401(k) Associates. There, she was responsible for managing the defined contribution team in the Dallas office and handling large high-profile clients. Prior to her time with Nova, she was a Senior Account Manager at United Retirement Plan Consultants (a Third Party Administration Firm) for 10 years, and before that she spent a few years with Coopers and Lybrand.
Bonnie has earned the American Society of Pension Professionals and Actuaries (ASPPA) QKA and QPA designations and is an Enrolled Retirement Plan Agent (ERPA) with the IRS. She graduated from the Pennsylvania State University with a B.S. in Quantitative Business Analysis. Her continuing education includes regular attendance at professional conferences and webinars.
Bonnie lives in Denver, CO with her husband and two sons. She enjoys spending time in the mountains with her family and friends, downhill skiing, running, and hiking (depending on the season).