Kerstin Driscoll-Witt Email and Phone Number
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I joined S.E.E.D. Planning Group, a fee-only financial planning and investment fiduciary firm, as the Director of SUITE(k) in January 2019. In my role as Retirement Plan Navigator, I lead S.E.E.D.’s Business Retirement Plan Team and provide Fiduciary Services to our business clients and their employees. I have experience in most aspects of ERISA., including plan design, implementation, plan terminations, valuations, reconciliations, and audits. In my former role as Managing Director for Fidelity Investments, I was responsible for providing thought leadership, content, training, and guidance for retirement plan committees. I focused on plan design, plan transfers, implementation, mergers & acquisitions, spin-offs, ongoing administration, and compliance. In my current role at S.E.E.D., I am continuing to engage with employers to ensure financial wellness for employees in the ever-changing landscape of retirement plan options.How does my team accomplish this? By offering custom participant resources through our website www.401ktime.com. Visit today!
S.E.E.D. Planning Group, Llc
View- Website:
- seedpg.com
- Employees:
- 13
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Retirement Plan NavigatorS.E.E.D. Planning Group, Llc Jan 2019 - PresentBinghamton, New YorkKerstin Driscoll joined S.E.E.D Planning Group in January 2019 as Director of SUITE(k). In her role as Retirement Plan Navigator, she leads S.E.E.D.’s Business Retirement Plan Team- SUITE(k)- and provides fiduciary investment services to our business clients. Kerstin comes to S.E.E.D. with over 30 years of industry experience, a Bachelor of Arts degree in Pre-Law and a business minor from Penn State. Throughout her career, she has guided employers and retirement plan committees to design cost-effective retirement plans for their employees and their companies. Kerstin has experience in most aspects of ERISA law including plan design, implementation, plan terminations, valuations, reconciliations, audits, etc. Most recently, as Managing Director for Fidelity Investments, Kerstin was responsible for providing thought leadership, content, training and guidance for retirement plan committees around plan design, plan transfers, implementation, mergers & acquisitions, spin-offs, on-going administration, and compliance. In her current role with S.E.E.D, Kerstin continues to engage with employers to ensure financial wellness for employees in the ever-changing landscape of retirement plan options. She will not only delve into - what keeps you up at night? But more importantly, how can we help? Kerstin shares her talents with the community as a contributing committee member to the Tina Fund-an organization that supports patients and families in their fight against breast cancer, and a board member for the Community Foundation for South Central New York where she serves as chairperson of the Development Committee.
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Director, Managing DirectorFidelity Investments Apr 2016 - Jan 2019Smithfield, Rhode Island -
Director Of Retirement PlansNorthwestern Mutual Mar 2001 - Apr 2016Binghamton, Ny• Provide a concierge level of service to Employers to help them execute a quality retirement progam • Responsible for new business leads, sales, retirement plan design and consulting.• Maintain communications with clients, accountants, brokers and participants.* Focus on client retention and customer service. • Educate clients and participants on changes in regulations and how they are affected.• Host semi-annual enrollment and education meetings for eligible plan participants with a focus on Retirement Readiness.• Develop proposals, illustrations and finalist presentations for prospective clients.* Coordinate set-up of take-over cases, including data transfers and participants enrollments.* Host Annual Plan Reviews with a focus on Due Diligence, Fee Bench-marking, Fiduciary Review, Asset Allocation, Investment Policy Statement, Education Policy Statements and Participant Outcomes.• Review Valuation and Compliance Reports, including non-discrimination testing, asset reconciliation, data collection and preparation of government forms.• Draft Board Resolutions, Plan Amendments and Plan documents in accordance with IRS Regulations.• Coordinate document submissions, Plan terminations and IRS and DOL audits.• Responsible for reviewing cases currently under review for CAP/VCR submission, and making the appropriate corrections. -
New Plan Installation CoordinatorSecurity Administrators, Inc. Oct 2000 - Mar 2001
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Retirement Plan ConsultantMorgan Stanley Mar 2000 - Jul 2000 -
Senior Plan AdministratorBenefit Management, Inc. Apr 1994 - Mar 2000 -
Senior Plan AdministratorThomas B. Fecteau Associates, Inc. Dec 1991 - Dec 1993
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Retirement Plan AdministratorBenefit Concepts Inc. Oct 1989 - Sep 1991
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Retirement Plan AdministratorC. A. Simmons & Associates, Inc. Oct 1987 - Oct 1989
Kerstin Driscoll-Witt Education Details
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Pre-Law/ Political Science- Minor In Business -
Nipa Accredited Pension Representative Exams I & IiQualified Retirement Plans -
The Institute For Employee Benefits TrainingErisa Paralegal
Frequently Asked Questions about Kerstin Driscoll-Witt
What company does Kerstin Driscoll-Witt work for?
Kerstin Driscoll-Witt works for S.e.e.d. Planning Group, Llc
What is Kerstin Driscoll-Witt's role at the current company?
Kerstin Driscoll-Witt's current role is Visit 401ktime.com | Director of SUITE(k) | Flat Fee For Service 401k Platform | No Commissions | Investment Fiduciary.
What is Kerstin Driscoll-Witt's email address?
Kerstin Driscoll-Witt's email address is ke****@****mfn.com
What is Kerstin Driscoll-Witt's direct phone number?
Kerstin Driscoll-Witt's direct phone number is +160772*****
What schools did Kerstin Driscoll-Witt attend?
Kerstin Driscoll-Witt attended Penn State University, Nipa Accredited Pension Representative Exams I & Ii, The Institute For Employee Benefits Training.
Who are Kerstin Driscoll-Witt's colleagues?
Kerstin Driscoll-Witt's colleagues are Hannah Burchell, Carla Klepin, Msiop, Nbc-Hwc, Cj Gettelfinger, Amy Michaels, Amanda Mae Tichenor, Kevin Mccarter, Awma, Jeff Chase.
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