Binghamton, NY January 21, 2019 – Kerstin Driscoll joins S.E.E.D Planning Group as Director of SUITE(k). In her role as Retirement Plan Navigator, she will lead S.E.E.D.’s Business Retirement Plan Team and will provide Fiduciary Services to our business clients and their employees.
A resident of Greene, NY, Driscoll 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 including plan design, implementation, plan terminations, valuations, reconciliations, and audits. 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 will continue to engage with employers to ensure financial wellness for employees in the ever-changing landscape of retirement plan options.
S.E.E.D. Planning Group LLC is a Registered Investment Advisor (RIA) with the SEC. S.E.E.D.’s team provides fee-only consulting, financial planning, and investment fiduciary services to clients. S.E.E.D.’s fees are disclosed, easy to understand, and not predicated on sales.
For more information about Kerstin visit www.seedpg.com
S.E.E.D. Planning Group, LLC
31 Lewis Street, Ste 401
Binghamton, NY 13901