Browsing Tag
Kathleen Kelly
2 posts
TAPO Kathleen Kelly Adds Insight to Case Study of $2B Lenovo 401(k) Plan
Here at 401(k) Specialist, we’re proud of all our Top Advisor by Participant Outcomes (TAPO) honorees over the…
Marsh & McLennan Agency Acquires Compass Financial Partners
Compass Financial Partners, a Greensboro, N.C.-based retirement consulting and investment advisory firm led by former 401k Specialist Top…