As a Retirement Plans Specialist, Kimberly works exclusively with Retirement Plan Sponsors and Participants. She oversees plan design consultation, investment policy selection, and appropriate participant education for our 401 (k), 403(b), Pension and Profit Sharing clients. In addition, Kimberly and her team coordinate service delivery with our in-house record keeping, administration and compliance group – People’s United Bank Retirement Services.
Prior to joining People’s United Wealth Management in 2007, Kimberly was a Retirement Plans Manager for Citizen’s Bank. She also worked for a small business in New Hampshire
Attended The University of New Hampshire at Manchester
ABA Employee Benefits School, certificate - Northwestern University