Brian I. Pultman, CFP®
Founder and CEO
Irma Catic is a Retirement Plan Manager and brings extensive expertise in pension administration and qualified retirement plan compliance. With a strong foundation in third-party administration, Irma has developed a deep understanding of plan operations, regulatory requirements, and participant needs. She specializes in managing defined contribution and defined benefit plans, ensuring they remain compliant with IRS, DOL, and ERISA standards.
Irma’s role goes beyond administration—she partners with plan sponsors, financial advisors, and recordkeepers to deliver strategic guidance and seamless plan management. Her experience includes:
Irma is known for her analytical approach, attention to detail, and commitment to making retirement plans simple, compliant, and effective. Her philosophy is clear: the most important client is the one you already have. She strives to build trust and deliver exceptional service that strengthens long-term relationships.
The National Association of Plan Advisors™ Top DC Advisor Teams award recognizes teams of a single physical location having at least $100 million in defined contribution assets under advisement as of December 31, 2023. Established in 2017, the Top DC Advisor Teams nominees had to be individual advisor team/offices with a defined contribution book of business, in a single physical location. To be considered, firms had to submit responses to an application form, including information about their practices, notably their defined contribution (DC) assets under advisement. The list is created and conducted by the National Association of Plan Advisors, an affiliate organization of the American Retirement Association, a non-profit association. No fee is charged to participate.
Correct Capital is an independent, privately held wealth advisory firm built around our clients and their own financial journeys. No matter where you are in life, we are here to help you plan for today, tomorrow, and into your future. Whether it is saving for retirement, wanting to optimize your current asset portfolio, or implementing a retirement plan for your business and employees, our independent fiduciary advisors are ready to plot a course for you to achieve financial peace of mind. Meet the team that makes it possible: