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Melissa Barr

Senior Consultant -RLC (Remote)

Missy Barr joined October Three as a Senior Consultant during the Retirement Learning Center (RLC) acquisition in 2023. She began her career in the retirement services industry at Universal Pensions, Inc. (UPI) in 1992. When UPI entered the 401(k) daily valuation market, Missy supervised a team in the compliance testing department and was promoted to manager of the compliance testing department, overseeing several teams that were responsible for providing compliance testing and Form 5500 services for approximately 4,500 employers.

When BISYS acquired UPI, Missy took on the role of ERISA Consultant, where she prepared document reviews, responded to ERISA technical questions, assisted clients with plan compliance issues and oversaw a team that drafted complex employer compliance testing and contribution calculations. Missy earned a degree in Business Administration from San Jose State University and maintains a Qualified Plan Administrator (QPA) designation from the American Society of Pension Professionals and Actuaries.

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