Staff

 

 

Christopher "Chip" Kuchevar, QPA, QKA, ChFC - President

chip@bluechiprps.com

Chip has been in the retirement plan and investment industry for nearly 22 years.  After obtaining his bachelor degree (mathematics and economics) from the University of Wisconsin - Madison in 1986, he jumped right in to the retirement plan world working for Northwestern Mutual Life. Following employee benefit positions with Mutual Service Insurance (Arden Hills, MN), First Banking Center (Burlington, WI), and Kolb Lauwasser & Co. (Elm Grove, WI) Chip saw the need for an independent TPA provider in Southeastern WI and started Blue Chip Retirement Plans, Inc. in 1999.  Working in the banking, insurance company and CPA firm environments has provided Chip with a diverse background in the qualified retirement plan arena.   

Chip is responsible for overseeing the overall marketing and communication strategy that is employed. His keen eye for identifying problematic plans with regard to design, testing and investment issues has made him a "go to" expert in this highly specialized market. Chip has obtained Qualified Pension Administrator (QPA) and Qualified 401(k) Administrator (QKA) designations from the American Society of Pension Professionals and Actuaries (ASPPA), along with obtaining a Chartered financial Consultant (ChFC) designation from the American College.

 

 Christopher Malchin - Regional Director   cmalchin@bluechiprps.com

Chris joined our growing team in April 2011. He is a 1998 graduate of Elmhurst College. He has been working in the retirement plan arena for nearly 10 years, joining the industry after a successful career as a payroll/HR services provider.  His experience has given him a unique ability to understand, thoroughly, the administrative tasks that businesses deal with when managing their payroll, human resources, and retirement plan responsibilities.

Chris’s prior accomplishments most recently include developing and growing the Chicagoland market for a major retirement plan provider, where he developed an ability to help and support the advisor community with their clients’ retirement plan needs and concerns. As our Regional Director for Illinois, he will be responsible for providing Blue Chip Retirement Plans’ clients and partners the expertise and support that is necessary, but often lacking, in the retirement plan arena. 

 

 

 

Theresa Driver, QKA - Compliance Consultant  theresa@bluechiprps.com

Theresa Driver has been with Blue Chip Retirement Plans, Inc. since 2005.  Her previous retirement plan experience includes employment with Bank One Trust Company, BenePlan, Inc., Emjay Corporation and Metavante Corporation.  Theresa is a graduate of the University of Wisconsin - Whitewater with a degree in business.  She is a member of ASPPA and has obtained the designation of Qualified 401(k) Administrator (QKA).

 

Christine Black - Compliance Consultant    christine@bluechiprps.com

Chris has been with Blue Chip Retirement Plans, Inc. since June 2009 as a Compliance Consultant. She specializes in the implementation and conversion of transfer plans for Blue Chip. Her years of experience has enabled her to be a plan document specialist. Previous experience includes similar positions with M&I Trust Company, Virchow Krause Employee Benefit Advisors and William Michaels, Ltd. Chris is a graduate of the University of Wisconsin - Oshkosh with a degree in Accounting.

 

 Anna Fredrickson, QKA - Compliance Consultant     anna@bluechiprps.com

Prior to joining Blue Chip in September 2010, Anna has worked at Emjay Corporation, Nations Bank, BenePlan, Inc., Metavante Corp and Integrity Retirement Plans Services in numerous roles with all aspects of retirement plan administration over the past 20 years. Anna has earned her Bachelor of Science degree from the University of Wisconsin - LaCrosse. She is a QKA with ASPPA and is also a member of NAPW (National Association of Professional Women).

 

Jacquelyn Cooper- Compliance Consultant     jackie@bluechiprps.com

Jackie joined Blue Chip Retirement Plans, Inc. in November 2011 as a Compliance Consultant. Her previous retirement plan administration experience of over 15 years includes employment with Administrative Management Group, American Express Tax and Business Services and Lincoln Financial Group. Jackie earned a Bachelor of Science degree in Mathematics with an emphasis in Acuarial Studies from Indiana University. 

 

Andrea Peters - Distribution and Loan Processor     retire@bluechiprps.com

Andrea has joined Blue Chip Retirement Plans, Inc. in October 2008.  She is responsible for the processing of all distributions and loan requests, along with general client correspondence.