Kristin-Ellis

Kristin Ellis, QKA, CPFA
Plan Consultant
Direct: 512-920-6701
E-mail: KEllis@intrustfiduciary.com
icons-vcard icons-linkedin icons-blog

 

“I am passionate about helping Plan Sponsors better understand their fiduciary responsibilities and guiding them every step of the way.”

Kristin has more than 10 years of industry experience and uses her compliance background to offer plan design analysis and operational recommendations for InTrust Fiduciary Group’s clients. She serves as liaison between the client and the plan’s provider to ensure the plan is operating efficiently and assesses client objectives and needs to develop robust plan initiatives and then coordinates their implementation.

Kristin began her career at Swerdlin & Co., a TPA firm, before moving to Charles Schwab where she was the primary contact for a number of plans with approximately $1.6 billion in assets.

She holds several designations including the Qualified 401(k) Administrator (QKA) designation offered through the American Society of Pension Professionals and Actuaries (ASPPA) as well as the Certified Plan Fiduciary Advisor (CPFA) designation offered through the National Association of Plan Advisors (NAPA). Kristin also serves on the Board of Directors of the ASPPA Benefits Council of Central Texas.

Kristin graduated from the University of Texas, Permian Basin and resides in Austin.