Mackenzie Yetter
Mackenzie is a Retirement Plan Administrator with two years of experience in third-party administration. In her current role, she focuses on plan compliance, regulatory accuracy, and delivering thorough administrative support to ensure retirement plans operate efficiently.
She is a 2022 graduate of Slippery Rock University, where she earned a Bachelor’s degree in Business Administration with a concentration in Finance. In addition to her TPA experience, Mackenzie has previously worked alongside investment advisors, gaining valuable insight into financial strategy and client-focused service.
Mackenzie approaches her work with a strong commitment to accuracy, accountability, and client advocacy. She believes in proactive communication, attention to detail, and taking ownership of complex challenges to ensure plans and participants receive reliable support.
At Modern Private Wealth
Mackenzie Yetter is a Retirement Plan Administrator, responsible for the day-to-day management and compliance of client retirement plans. She ensures contributions, distributions, and plan operations are accurate, carefully reviewing census data, payroll submissions, and account transactions to identify and resolve discrepancies efficiently.
In her role, Mackenzie works closely with plan sponsors, participants, and advisors, providing guidance on plan features, compliance rules, and limits. Her approach ensures clients’ needs are addressed promptly, helping them feel confident and supported in managing their plans.
She also assists with plan amendments, nondiscrimination testing, and annual reporting. She provides clear communication with clients, so they make informed decisions about their retirement plans.
A Note From
Mackenzie Yetter
“Integrity is doing the right thing, even when no one is watching.”
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