BIO-individual-Kelly
 

Kelly Kurtz, CPC

Certified Pension Consultant

As a retirement plan consultant with the highest credential currently conferred by the ASPPA (American Society of Pension Professionals and Actuaries), Certified Pension Consultant (CPC), Kelly works very closely with our clients, third-party administrators (TPAs), and recordkeepers to ensure top-notch service. She has been part of the team since 2006 and is an invaluable resource, bringing a wealth of knowledge to the table for plan sponsors and participants.

As a dedicated and skilled member of our team, Kelly provides highly individualized attention. She is a great asset to employers and plan participants alike—facilitating compliance with complex legislative and regulatory matters while also providing 401(k) enrollment and education services. Kelly’s hands-on approach to servicing plan sponsors and participants begins during the plan’s setup and implementation and continues throughout the life of the plan. It’s not unusual to find Kelly exploring solutions to complex, technical matters or educating plan participants on strategies to increase their retirement readiness.

Prior to joining us, Kelly worked for a TPA designing retirement plans, gaining an appreciation for how complex designing and administering a plan can be. She also spent time as an account manager with a large 401(k) recordkeeper and mutual fund company where she learned about administration and transaction processing. Her sincere interest in delivering an exceptional customer experience came to play even earlier, when she was employed by a large electronics manufacturer and handled the most sensitive consumer inquiries that were directed to the company’s executive office.

In addition to achieving the CPC credential, Kelly earned the designations of Qualified Plan Financial Consultant (QPFC) and Qualified Pension Administrator (QPA). Kelly is also a member of the American Society of Pension Professionals & Actuaries (ASPPA) and the National Association of Plan Advisors (NAPA).

She grew up in North Arlington, New Jersey, a close-knit community in Bergen County, and graduated from Montclair State University. Today, Kelly lives in Hunterdon County and cherishes time with her family, including two teenage children. You’ll find her on the sidelines of their lacrosse games and cross-country and track meets or running in a local 5k for some exercise of her own.  The Jersey Shore holds a big place in her heart. She is blessed to spend summers “down the shore” with three generations of family and friends.

 

"Be yourself. Everyone else is already taken."

— Oscar Wilde