Joyce has an MBA from Rollins College and a BS in Business and Marketing from Florida Southern College. She has professional designation/licenses including Certified Public Accountant (CPA), Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU).

Joyce was a founding member and first president of the Central Florida Employee Benefits Council and past president of the Florida Association of Pension Consultants. She is a member of the American Society of Pension Professionals & Actuaries (ASPPA) and the Florida Institute of Certified Public Accounts (FICPA) and has over 30 years experience in the design, implementation and administration of Retirement Plans.

Joyce has been active on many community boards including the Central Florida YMCA and the Central Florida Women’s Resource Center. She is currently active with the Winter Park Alumni Council, Florida Executive Women, Women Playing for T.I.M.E. and The Center for Women’s Philanthropy and is a member of the Winter Park Breakfast Rotary.

Joyce shares her home with her dog Muffy and cats Tuxedo, Chilla and Cheetah. She enjoys golf, photography and Dragon Boat racing.

Technical Staff:

Nikki received her Associates in Arts degree from Seminole State College, with an emphasis in Business Administration, in the summer of 2011. She is currently pursuing her Bachelor of Science degree in Interdisciplinary Studies from the University of Central Florida. Nikki is also actively working towards attaining the Qualified 401(k) Administrator (QKA) designation from ASPPA.

As an Account Executive with Bates & Company, Nikki’s responsibilities include handling the annual administration of her caseload of plans, including plan document set-up and maintenance, contribution calculations, reconciliation of plan assets, nondiscrimination and coverage testing, and preparation of Form 5500. In addition to annual plan administration, Nikki’s duties also include trust accounting, preparation of quarterly and annual participant notices, and completion of annual Forms 1099-R and 945 for all plans administered by Bates and Company, Inc.

Nikki enjoys creative writing, reading, and spending time with her husband, George, and adorable Pug, Pixie-LuLu.

Everil joined Bates & Company in January 2010 with seven years experience in Retirement Plan Administration and over ten years experience in Banking. Her previous experience included relationship management, consulting and administration for both small and large Defined Benefit and Defined Contribution retirement plans with an emphasis on 401(k) plans.

Everil’s educational background includes a Masters Degree in Business Administration and a Bachelor of Science degree in Finance. She is a member of the American Society of Pension Professionals & Actuaries (ASPPA) with Qualified 401(k) Administrator (QKA) designation.  Currently she working toward the Qualified Pension Administrator (QPA) Designation.

As an Account Executive with Bates & Company, Everil’s responsibilities comprise, but are not limited to, providing excellent customer service, plan document preparation and amendments, annual administration, including trust and financial reconciliation, compliance testing and preparation of Form 5500 series.

Everil enjoys home decorating, track and field, dancing, swimming, soccer, traveling and going to the movies.  She also likes to spend quality time in the company of close friends and family.

Dawn joined Bates & Company, Inc., in October 2011 with over 19 years of experience in Retirement Plan Administration. Her most recent experience includes working as a Conversion Specialist for a third party administration firm in North Carolina, where she was the client communications liaison during the implementation process. She also held roles as Compliance Specialist and Account Manager for several mid to large sized TPA firms from the Midwest to the Southeast coast.

Dawn obtained a Bachelor of Science degree in Political Science from Minnesota State University at Mankato, and a Masters’ Degree in Business Administration (MBA) from the University of Phoenix, with a concentration on Human Resources. She is a member of the American Society of Pension Professionals & Actuaries (ASPPA) with a Qualified 401(k) Plan Administrator (QKA) designation. 

As an Account Executive with Bates & Company, Dawn’s responsibilities will include handling the annual administration for a block of clients, including financial reconciliation, compliance testing, and preparation of 5500’s, along with providing outstanding customer service to each and every Bates and Company client.

Dawn’ enjoys spending time at antique car shows with husband Rod. She also enjoys biking, cooking, entertaining, traveling and listening to Jazz.

Renee’ joined Bates & Company in January 2010 with over 5 years experience in Retirement Plan Administration. Her previous experience includes working as President of a small Third Party Administration company where she conducted numerous enrollment presentations for plan participants and oversaw the day to day operations of the business including implementation and administration of 401(k) plans. She also has extensive experience with the implementation and interpretation of Plan Documents.

Renee’ obtained her Bachelor of Science degree in Hospitality Management from the University of Central Florida. She also holds the Chartered Retirement Plans Specialist (CRPS) designation from the College for Financial Planning (CFP). 

As an Account Executive with Bates & Company, Renee’s responsibilities include handling the annual administration for a block of clients, including financial reconciliation, compliance testing, and preparation of 5500’s, along with providing outstanding customer service to each and every Bates & Company client.

Renee’ enjoys spending time with her son Dominic, friends, family and American Bulldog, Sage. She also enjoys traveling, reading and going to the beach, and is an avid Chicago Bears fan.

Steve joined Bates & Company in September 2003 with over twenty-five years experience in the employee benefits field. His previous experience has included pension consulting and actuarial firms in Chicago, Miami and Ft. Lauderdale. During his years in the pension field, he has provided administration and consultation for all sizes and types of qualified retirement plans, including 401(k), 412i and Defined Benefit Pension Plans.

Steve's educational background includes a Bachelor of Science degree in Mathematics, with a minor in Statistics from Western Illinois University. In addition, he has spoken at seminars on technical topics for professionals in the pension field, and has also developed and directed in-house employee education programs for pension consulting firms.

Darla joined Bates & Company in March 2011, bringing on board 24 years of experience in the Retirement Plan Administration and Accounting fields. She received a Bachelor of Science degree in Business Administration from Bridgewater College, Bridgewater, VA. She successfully completed ASPPA PA1 and C1 courses and has participated in numerous Retirement and Accounting seminars.

Darla’s previous experience includes custodial administration of self-directed Individual Retirement Accounts, design, implementation and full service third party administration of Qualified Retirement Plans, as well as extensive accounting and tax work. Her responsibilities with Bates & Company include trust accounting and Qualified Plan Administration.

Darla and her husband, Brian, share their home with their beloved felines. They enjoy music, entertaining in their backyard sanctuary, gourmet dining, boating and traveling.

Susan joined the Bates & Company team in March of 2005, with over 8 years of experience in defined contribution and defined benefit plans. She received her AA degree from Broward Community College with an emphasis in mathematics and accounting. She is a member of the American Society of Pension Professionals & Actuaries (ASPPA) with Qualified 401(k) Plan Administrator (QKA) designation.

As an Account Executive with Bates & Company, Susan is responsible for document set up, amendments, annual administration, financial reconciliation, compliance testing, and preparation of annual reports including 5500 filings for 412i Defined Benefit plans and Defined Contribution plans.

A fourth generation Floridian, Susan is a die-hard Miami Dolphins fan. She enjoys playing softball, camping, fishing and spending time with her family.

April uses her benefit and technology background to assist clients working with insurance carriers by streamlining enrollment and eligibility processing. She has been responsible for collecting, maintaining and troubleshooting employee benefit enrollment data using various payroll and human resource management programs. April has also created personalized employee benefit enrollment forms and benefit compensation statements to assist employer communications with employees.

April is an avid Cleveland sports fanatic and loves the Ohio State Buckeyes, catching a game or two each season in Columbus. She loves boating and enjoys many outdoors activities as well as spending time with family, friends and her dog, Gracie.

Marie joined Bates & Company in July 2010 with over 30 years experience in the Retirement Plan Administration field. She is a member of the American Society of Pension Professionals & Actuaries (ASPPA) with Qualified 401(k) Plan Administrator (QKA) designation. Her previous experience includes Third Party Administration firms in Southern California and South Florida, where she specialized in the administration of qualified defined contribution retirement plans, with emphasis on 401(k) Plans. She also has extensive experience with Plan design and installation and IRS and DOL audits.

As an Account Executive with Bates & Company, Inc. Marie provides consulting and administration services including contribution calculations, compliance testing, trust reconciliations and completion of Annual Return Forms 5500 for a caseload of clients.

Marie enjoys bicycling, reading, traveling and spending time with her family.

Administrative Staff:

Pat joined the Bates & Company team in August 2001. With an AAS degree from SUNY, she has more than 30 years experience in the office administration field, with emphasis on client contact and service. Before moving to Florida in 1994, Pat took part in numerous customer service and time management courses, and has also completed her PA1 A & B courses. In addition to the normal responsibilities as Office Manager, Pat is also responsible for all distribution and loan preparation, final valuation preparation, and client payables and receivables.

Married with 2 children, Pat enjoys travel and rollerblading, and is an avid PSU, UCF and Steelers football fan.

Diana also has a background in the fitness industry, as a long-time Aerobics Instructor and Personal Trainer. She still enjoys fitness walking, weight training and swimming.

Diana attended Temple University in Philadelphia, PA, having grown up in the suburbs of that city. She moved to Central Florida 15 years ago to "follow the sun" and met her husband here. Together they enjoy traveling, movies, plays and art exhibits, especially Folk Art. They have begun a small art collection and add to it each time they travel to a new city.