Kathy is a Principal and the firm’s leader for Retirement Plan Consulting. Her career has focused on retirement plan consulting where she has significant expertise providing solutions for defined contribution, defined benefit, and deferred compensation retirement plans.
Kathy works with clients to design and administer plans that provide meaningful retirement benefits to their employees. She assists clients with technical issues for plan design, implementation, and compliance for both qualified and nonqualified retirement plans. In addition, Kathy manages projects involving the analysis of plan benefits, operational compliance audits, and helps organizations select high-quality providers to oversee and maintain their retirement plans.
Kathy received her BBA from the University of Toledo.Download Bio PDF