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Daily Account Manager
As an administrator and consultant, Kristie Ertel has worked in corporate retirement benefits since 2004, with a focus on defined contribution plan development, consulting, and education. Participant education is of the utmost importance to Kristie, with a simple goal of helping participants to retire on time.
Kristie is Series 65 certified and Qualified 401(k) Administrator (QKA). She attained her MBA from Anderson University and her Bachelor’s degree in Marketing and Distribution Management from Indiana University-Indianapolis.