Tracey Bagley

Director of 401k Services

Tracey is the Director of 401(k) Profit Sharing Plan Services for the Redwood Retirement Platform. Her 25 years of experience and expertise are demonstrated by the quality of her work, her disciplined approach to retirement plan compliance and annual processes, and her very strong knowledge base on all technical matters.

She takes an efficient approach to managing these plans and has deep expertise and experience in taking on plans that have had compliance issues and getting them corrected properly and back on the right footing. Most importantly, she is client-facing centric and ensures that each client is handled with great attention to their needs.  

In addition to working for other TPA firms, Tracey has spent more than half of her career running her own firm. Through these experiences, she became well-versed in all aspects of the Tax Qualified retirement plan industry and has been our go-to technical expert for years. As she became more aware of the major tax advantages of our combination plan designs, coupling a Cash Balance Plan with a 401(k) Profit Sharing Plan, we had a mutual interest in teaming up and making her the Director on this side of that design model. 

Having two very powerful and strong technical leaders for our teams in Gene and Tracey allows for the implementation and management of the annual requirements for the advanced retirement plan designs that are available through Redwood Tax Specialists. Our Redwood clients could not be in better hands.   

“We significantly reduce taxes above and beyond what you'll find on Main Street.”