Kaitlin Smith Email & Phone Number
Partner @ SS PENSION CONSULTANTS LLC
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Kaitlin Smith Location
- Easton, PA, US
Kaitlin Smith Work
- Partner @ (March 2025 - Present)
- Administration Team Manager @ (August 2021 - March 2025)
- Supervising Plan Administrator @ (September 2017 - August 2021)
- Senior Consultant @ (April 2017 - September 2017)
- Plan Administrator @ Continental Benefits Group, Inc. (February 2014 - April 2017)
Kaitlin Smith Education
- Rutgers University - Camden
Bachelor of Science (B.S.) (Accounting)
- College for Financial Planning
(Accounting)
2019 - Rowan College at Burlington County
Kaitlin Smith Skills
- 401(k) Retirement Savings Plans
- Retirement Plan Consulting
- Pension Administration
- Employee Benefits
- Data Analysis
- Team Management
- Change Management
- Leading Change
- Interpersonal Skills
- 401k
- Pensions
- Benefits Administration
- Accounts Payable (AP)
- Accounts Receivable (AR)
- Bank Reconciliation
- Team Motivation
- Retirement Planning
- Valuation
- Account Reconciliation
- Loans
- Microsoft Excel
- Microsoft Office
- Client Relations
- Defined Benefit
- Defined Contribution
- Cash Balance
- Distributions
- Customer Service
- Microsoft Word
- Data Entry
- Access
- Finance
- Accounting
- 401K Retirement Savings Plans
- Qualified Retirement Plans
- QuickBooks
- Small Business Retirement Planning
Kaitlin Smith Summary
- Kaitlin Smith, based in Easton, PA, US, is currently a Partner at SS PENSION CONSULTANTS LLC. Kaitlin Smith brings experience from previous roles at Karel-Gordon & Associates, Steidle Pension Solutions, LLC, Blueprint Retirement Services and Continental Benefits Group, Inc.. Kaitlin Smith holds a Bachelor of Science (B.S.) in Accounting @ Rutgers University - Camden. With a robust skill set that includes 401(k) Retirement Savings Plans, Retirement Plan Consulting, Pension Administration, Employee Benefits, Data Analysis and more. Kaitlin Smith has 2 emails and 1 mobile phone numbers on RocketReach.
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