Kristina helps lead Woodruff Sawyer’s Retirement Plan Practice, with more than 20 years of experience in the corporate pension and the investment industry. As an Accredited Investment Fiduciary (AIF©), she can serve as a co-fiduciary on the retirement programs she services. Kristina is responsible for ensuring that plan goals are met and that clients are kept abreast of new and creative strategies. 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.
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.
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.