Kristen Maldonado, Certified Fiduciary Advisor, has joined the RESOURCES team to help participants construct retirement plan portfolios, execute rollovers, and create wealth plans, according to a RESOURCES announcement. Prior to joining the firm, Maldonado served as an Investment Counselor in Silicon Valley, California, specializing in asset management for high-net-worth individuals.
RESOURCES advises corporate and non-profit clients on their retirement plan fee structure, plan design, how to get the best retirement provider for their plan, and provides comprehensive and independent fund monitoring for plan sponsor committees. In addition, it can help plan sponsors understand and negotiate the fees and providers of 401(k) and other retirement plan services.
“With our consultative approach to plan sponsor and plan fiduciary services, expanding advice needs at the individual level is the next logical step to serving clients in our growing practice,” said Trisha Brambley, President of RESOURCES, in the announcement.