March 12, 2018
Kelly Majdan, AIF®, QPFA, CRPS, has joined the Retirement Advisor Council effective January 1, 2018. As Managing Director (Arkansas & Southern Missouri) at Strategic Retirement Partners, Kelly Majdan specializes in helping her clients navigate the complex world of retirement plan benefits by focusing on sound fiduciary best practices, investment due diligence processes, retirement plan design, and participant education.
In recognition of her expertise, Kelly has been recognized two years in a row by The Financial Times as one of the Top 401 Financial Advisers in the 401(k) field and by NAPA as a 2017 Top Woman Advisor All-Star in the retirement plan industry. She has also been invited to Capitol Hill to listen and advise top Congressional leaders about the future of the retirement savings industry and how proposed laws and regulations could affect American workers’ retirement security.
Kelly was nominated for a seat on the Retirement Advisor Council in November 2016. The Nomination Committee recommended her application for Council membership after a comprehensive review process that took multiple factors into consideration including her extensive industry experience and standing as a leading retirement plan expert. The Executive Board of the Council approved Kelly’s nomination in January of 2017.
“I have always felt it is critical to take time to get to know my clients and understand their unique needs. As a member of the Retirement Advisor Council, I firmly believe I have an opportunity to share and learn from others best practices that will help move this important industry forward,” stated Kelly.
The Retirement Advisor Council is a national organization that advocates for successful qualified plan and participant retirement outcomes through the collaborative efforts of experienced, qualified retirement plan advisors, investment managers and defined contribution plan service providers.
Learn more about the Retirement Advisor Council at www.retirementadvisor.us
Arkansas & Southern Missouri