Kim Matus Email & Phone Number
Senior Retirement Plan Administrator @ Creative Planning Retirement Services
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Kim Matus Location
- Austin, TX, US
Kim Matus Work
- 2024 -now Senior Retirement Plan Administrator @
- 2016 -2025 Retirement Plan Associate @
- 2013 -2016 Fund Analyst and Accountant @
- 2013 -2013 Plan Administrator @ Retirement Plan Fiduciaries,LLC
- 2008 -2012 ERISA Compliance Manager @
- 1987 -2008 Senior Retirement Plan Analyst @ The Standard
Kim Matus Education
- The University of Texas at Austin
Bachelor of Science (BS) (Business Administration - Finance)
1994-1996 - Austin Community College
Associates Degree (Business Administration)
1991-1994
Kim Matus Skills
- Microsoft Office
- Microsoft Excel
- Contribution Calculations
- Compliance Testing
- Contribution
- Qpa and Qka
- Qpa and Qka Designations Through Asppa
- CPC
- Projections
- Earnings Calculations
Kim Matus Summary
- Kim Matus, based in Austin, TX, US, is currently a Senior Retirement Plan Administrator at Creative Planning Retirement Services. Kim Matus brings experience from previous roles at Maxwell Locke & Ritter LLP, SALI Fund Services, Retirement Plan Fiduciaries,LLC and Charles Schwab. Kim Matus holds a 1994 - 1996 Bachelor of Science (BS) in Business Administration - Finance @ The University of Texas at Austin. With a robust skill set that includes Microsoft Office, Microsoft Excel, Contribution Calculations, Compliance Testing, Contribution and more. Kim Matus has 1 emails and 1 mobile phone numbers on RocketReach.
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