Annemarie Keehn
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Annemarie Keehn, ERPA, QPA, QKA is with Louisville, Ky.-based Retirement Management Services, and responsible for new client implementation and onboarding as well as assisting with marketing and new business initiatives. She also maintains the plan document used by the firm and performs special research projects.
What’s the Difference Between Fiduciary Insurance and a Fidelity Bond?
Plan administrators often ask me to explain the difference between a fidelity bond, which is required, and fiduciary…
May 7, 2019