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Kathryn Risch, QPA, QKA, QPFC,
CRC®
Kathryn began her professional career with
Emjay and Milliman USA in Wisconsin then relocated to
Kennewick and first joined Petersen Hastings in October
1992. She worked closely with the Investment Advisers
and staff to establish clearly defined policies and
procedures to implement the appropriate controls for
administering first-class qualified retirement plans.
Kathryn left Petersen Hastings in 1999 to pursue
other career interests, but returned in November 2006
and currently works from Virginia. As an Advisor
Services team member, she works closely with qualified
retirement plan sponsors, trustees, participants,
government agencies, ERISA attorneys, and third party
administrators to promote retirement benefits in a
culture of fiduciary responsibility. She has an
extensive background in managing all aspects of
qualified retirement administration including
cultivating cohesive and effective teams by championing
quality and building a depth of expertise.
Kathryn earned a Bachelor of Arts Degree in Business
Administration from the University of
Wisconsin-Milwaukee. She holds the American Society of
Pension Professionals & Actuaries designations of
Qualified Pension Administrator (QPA), Qualified 401(k)
Administrator (QKA), Qualified Plan Financial Consultant
(QPFC), and the International Foundation for Retirement
Education (InFRE) designation of Certified Retirement
Counselor ® (CRC ®).
Kathryn has served our
community through the American Red Cross as a Disaster
Services Volunteer and member of the American Red Cross
Real Heroes Breakfast Fundraiser Planning Committee.
Contact Information:
kathrynr@petersenhastings.com |
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