General Inquiry 800-658-9474
401(k) Inquiry 800-458-9111
As a Relationship Manager, Kathy is part of the retirement plan services team that designs and manages retirement plans to help business owners create an optimal plan; one that is cost effective and efficient while also helping employees realize their retirement goals. She is the key contact for the business and its employees for the day-to-day activity of the plan, including compliance and audit support, and proactive and ongoing communication. Kathy is a strong problem solver and takes great pride when she is able to help people reach their retirement goals.