Executive Team

• Gregory W. Tschider - CEO, NextStep & Pension Specialists, Inc.

  Mr. Tschider is an experienced executive in the retirement plan services industry. Greg previously served as president of Wilmington Trust Retirement and Institutional Services Company (a member of the Wilmington Trust Company family; NYSE: WL) and its predecessor company, AST Capital Trust Company of Delaware. Under his leadership, AST grew into one of the leading independent trust companies in the country.

  Prior to joining AST, Greg served as general counsel and a member of the interim management team that successfully cleared regulatory issues and sold the operating assets of Security Trust Company, N.A. As an attorney at Gray Cary Ware & Freidenrich, LLP, in Seattle and at Brobeck, Phleger & Harrison, LLP, in San Francisco, Greg’s client list included financial institutions that he counseled in a wide variety of matters

  Greg holds a Juris Doctor from the University of Wisconsin Law School and a Bachelor of Business Administration degree in actuarial sciences and risk management from the University of Wisconsin – Madison.

• Purvi Chekuri - Vice President, Finance

  Purvi Chekuri serves as Vice President, Finance for NextStep Defined Contribution, Inc. and is responsible for managing all financial aspects of the Company. She has over 15 years of progressive accounting, financial and managerial experience within the corporate accounting arena.

  Prior to NextStep, Ms. Chekuri was employed with BenefitStreet, Inc. and served in a number of key positions including Corporate Controller and Vice President, Finance. Before BenefitStreet, she worked for Quark Biotech, Inc as the Corporate Controller. In that role, she focused on internal controls, cost management and revenue recognition. Prior to that, Ms. Chekuri was the Corporate Controller of Docent Inc., and was instrumental in the preparation of SEC filings for the company’s Initial Public Offering. She has held senior financial positions with a number of other firms, including Lucent Technologies and Arthur Andersen, LLP, where her responsibilities included SEC reporting, system integration and auditing.

  Ms. Chekuri is a Certified Public Accountant, and earned a Bachelor of Science degree in Business Administration from the Walter A. Haas School of Business, University of California, Berkeley.

• Rebecca DiCeglie - Vice President, Plan Administration

  Rebecca DiCeglie serves as Vice President, Plan Administration for NextStep Defined Contribution, Inc. and is responsible for all third party administration (TPA) services provided directly by the company. In addition, she provides leadership and direction to NextStep's TPA Services and Account Management Team in delivering high quality compliance oversight and customer support to plan sponsors, plan participants and advisors. She has over 10 years of experience within the retirement plan industry.

  Prior to NextStep, Ms. DiCeglie was Senior Manager of Pension Operations with CKS Employee Benefit Systems, Inc., a third party administration provider to public, private, collectively bargained and non-profit organizations. In that role she was responsible for managing all aspects of the company's TPA services, including plan design, implementation and administration for general defined contribution plans, cross-tested profit sharing plans, safe harbor plans and defined benefit plans. She was also responsible for delivering technical support and compliance-related training to clients and CKS staff. Before joining CKS, Ms. DiCeglie began her career in the large-market financial services industry, working for Boston Financial Data Services and CitiStreet.

  Ms. DiCeglie is a member of the American Society of Pension Professionals & Actuaries (ASPPA) and has attained the Qualified 401(k) Administrator (QKA) designation. She graduated with a degree in Accounting and is well versed in ERISA and the Internal Revenue Code.

• Ken Weida - Vice President, Sales

  Ken Weida is Vice President, Sales for NextStep Defined Contribution, Inc. and is responsible for all sales activities and related initiatives within the Company. He has more than 15 years of sales and benefits consulting experience, was a cofounder of Benefitstreet, Inc., and is the former President for American 401(k) Services.

  Mr. Weida also oversees the development of NextStep’s advisor and TPA distribution channels, working with several major advisor networks throughout the country as well as with smaller independent RIA groups and regional TPAs interested in building a defined contribution practice. By combining national networks of investment advisors with regional TPAs, he helps to enhance the solutions and services NextStep provides while further positioning the Company as a national solutions provider.

  Prior to NextStep, Mr. Weida was the Senior Vice President, Sales for BenefitStreet, a company he cofounded.

  Mr. Weida earned a Bachelor of Science degree in Accounting from California State University, Hayward, and is a frequent speaker at defined contribution industry events. He is currently a member of the following partner and industry groups:

  • Fidelity Executive Forum
  • Relius Executive Forum
  • Fidelity Recordkeeper Advisory Board Member
  • Equity Administration Stock Inc. (EASi) Board Member
  • Council of Independent 401(k) Recordkeepers (CIKR) Member
  • Society of Profesional Asset-Managers and Record Keepers (SPARK)