Areas of Expertise
- Defined Contribution Plan
Recordkeeping and Administration Operations
- Defined Contribution Design and Implementation
- Interactive Phone and Web
- Retirement Plan Communication
- Participant Education
- Plan Documentation
Toledo, OH 43604
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Kris is an Administrator in the Defined Contribution Recordkeeping and Administration Practice. Prior to joining Findley Davies in 2009, he gained experience in investment and insurance sales at a local financial advising firm.
As an Administrator at Findley Davies, Kris manages and processes daily transactions for 401(k) plans, researches and responds to participant inquiries, completes daily and quarterly reconciliations to ensure accurate processing within assigned plans, and provides excellent service to plan sponsors regarding questions relating to their 401(k) plans. He is also involved in monitoring and troubleshooting internal processes to ensure timely and accurate processing.
Kris is currently pursuing a QKA designation
- The University of Toledo - B.B.A., Finance, Cum Laude
What's Your Passion?
In my free time you will find me spending time with my wife and kids.