Kym began working at Associated Pension Services, Inc. in 2000 and has engaged in several roles. She is the next point person once your plan design has been determined. Kym prepares the necessary plan and trust document, adoption agreement, resolutions, and supporting forms. She acts as liaison between the plan sponsor and funding companies assisting with contribution submissions and payroll processing. Kym meets with human resource departments and assists the client in understanding the funding company’s processes and procedures which ensure plan compliancy.
Kym holds the FINRA Series 6 and 63 Licenses, as well as her Illinois Insurance license allowing her to work with participants to review their investment options. Kym can assist participants through the entire enrollment process.
Contact Kym regarding plan documentation, payroll submission and enrollment questions.