Senior Vice President, Participant Services and Administration, Schwab Retirement Plan Services
401(k) Plan Trends
Catherine Golladay is senior vice president of participant services and administration and has been with Charles Schwab since 1996. Golladay is responsible for plan administration, participant service centers and support teams, third party advice services, and education presenters within Schwab Retirement Plan Services.
Previously, Golladay was vice president of participant programs in Charles Schwab’s Corporate & Retirement Services business, where she was responsible for overseeing third party advice and education teams.
Golladay has been serving retirement plan clients since 1990 and has held management positions in compliance, client services, communication consulting, and participant service centers. Prior to joining Charles Schwab, Golladay was vice president of ERISA compliance at Key Bank. Before that she served as a Certified Public Accountant at S.R. Snodgrass and Co., LPA.
She is a Certified Public Accountant and a qualified 401(k) administrator (QKA). She also holds FINRA Series 7, 9/10, 24, 63, and 66 registrations.
Golladay earned a Bachelor of Science degree in accounting from the University of Akron. She also has a Master of Business Administration degree from the Weatherhead School of Management at Case Western Reserve University.