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    Hot Topics in for Retirement Plan Sponsors

    Date: January 9, 2024, 12:30pm – 1:30pm
    HRMA Princeton
    Virtual via Zoom
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    Hot Topics in for Retirement Plan Sponsors

    Presented by Kristen Koluch, CFA CFP AIFA 

    Tuesday, January 9 • 12:30 — 1:30 p.m.



    In an environment where employees are actively seeking greener pastures, employers are challenged to irrigate their workplace to enhance job satisfaction which is increasingly tied to financial health. Employer sponsored savings plans can be the bedrock of at work financial wellness if watered and nurtured in a thoughtful way. The most engaged plan sponsors are asking questions to solve tomorrow's problems and use their benefits offering not only for retention but attracting key talent.


    1. Expand your organization's HR capacity through service provider partnerships

    2. Prepare for the retirement & workforce of the future

    3. Evaluate the newest trends with investment offerings


    Kristen has dedicated her career to promoting and executing prudent investment processes. She helps corporate plan sponsors meet their fiduciary responsibilities; and strives to help their employees and beneficiaries make meaningful progress toward their financial goals. Kristen is co-head of the investment committee and leads the portfolio research team for her team’s institutional clients.

    As a Chartered Financial Analyst®, Kristen holds one of the world’s most respected and recognized investment designations, giving her the skills needed for high-level, specialized asset-management responsibilities, including security analysis, portfolio management and business reporting. As an Accredited Investment Fiduciary Analyst, she has detailed knowledge in both a prudent investment process and assessment principles, qualifications desired by both the industry and regulators. In 2020, Kristen obtained her CERTIFIED FINANCIAL PLANNERTM certification, demonstrating her
    commitment to her profession.

    She also leads the Women & Investing initiative for her team.. She understands that female investors often face a complicated financial situation, balancing the roles of mother, daughter, wife, grandmother, colleague and friend – while putting their own needs last. As part of this initiative, she plans and hosts educational events for our female clients and prospective clients.

    Earlier in her career, she was an investment banking analyst at Barclays Capital, where she supported senior bankers in advising large companies on their corporate capital structure and financing options, and prepared analyses and recommendations for the credit team in evaluating the risks and rewards of specific lending opportunities. She graduated magna cum laude from Georgetown University.


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