Kristina Keck

Vice President, Retirement Plans

Kristina helps lead Woodruff Sawyer’s Retirement Plan Practice, with more than 20 years of experience in the corporate pension and the investment industry. She has been recognized as one of the National Association of Plan Advisors (NAPA) Top Female Retirement Advisors and San Francisco Magazine's Five Star Wealth Managers.

kkeck@woodruffsawyer.com

415.399.6459

Kristina Keck

Vice President, Retirement Plans

kkeck@woodruffsawyer.com

415.399.6459

Coins stacked on top of financial papers as employees plan for financial wellness.

INSIGHTS

Kristina Keck

INSIGHTS

Managing Employee Financial Wellness Amidst the COVID-19 Pandemic

The pandemic has affected employees' lives on many levels, including their financial wellness. Are they living on the edge of financial ruin or have they made changes to lessen the potential impact? We found that employees are rapidly reconfiguring their lives to cope with new financial realities, and employers are in a unique position to help them.

Kristina Keck

M&A Retirement Plans: Reducing Buyer Exposure with Due Diligence

Retirement plans amidst M&A can have serious flaws, protecting buyers. In a merger or acquisition, due diligence is the buyer’s second line of defense.

Make 2020 Your Employees’ Year of Financial Clarity

Financial clarity comes from understanding what financial wellness is and what it means for each person. This benefits insight discusses how both employers and employees define wellness, as well as what you can do for 2020.

M&A: Reducing the Buyer’s Retirement Plan Fiduciary Exposure

This insight discusses some recurring issues under the Employee Retirement Income Security Act (ERISA) and the US Internal Revenue Code (Code) with which plan sponsors and their fiduciaries should be familiar and ready to address when their companies are engaged in a corporate transaction.

Help Your Employees Overcome Financial Wellness Roadblocks

Employers are in a unique position to help their employees improve their financial wellness and make retirement an achievable goal.