Codi Brannan has over 16 years of experience in retirement plan recordkeeping. Her drive to make processes more efficient and effective benefits both clients and team members. She is a contributor to the Retirement Plan Services Committee, focusing on staying current on regulations, making technology enhancements and creating efficiency within The Trust Company’s operations.
Codi earned a bachelor’s degree in nonprofit/public organizational management from Warner University in Lake Wales, Florida. She holds the Qualified 401(k) Administrator (QKA) credential from the American Society of Pension Professionals & Actuaries (ASPPA).
Codi previously worked at Fringe Benefit Group in Austin, Texas, where she managed implementation and provider change processes and trained new hires. At MidAmerica in Lakeland, Florida, she developed a department of daily processing and managed the company’s Plan Administration teams.
Codi currently lives in Austin, Texas, with her family. In her free time, she is a CrossFit and Olympic weightlifting coach.