Kimberly Vermillion, QKA®
Director of Retirement Services
Kimberly oversees retirement plan administration and client relationships while ensuring compliance with qualified plan regulations.
Professional Bio:
Kimberly serves as Director of Retirement Services. In this role, she oversees office operations, manages a book of client relationships, and provides support to the office team.
Her career began in a mid-size Third Party Administration firm in Maryland, and she has more than 25 years’ experience in virtually all aspects of qualified plan administration. She can assist with new plan proposals and recommend the optimal plan design to meet your company’s needs.
Kimberly has built lasting relationships with clients, tax, and financial advisors. During her career, she has had the opportunity to work on plans ranging in size and design, including 401(k)/Profit Sharing, Defined Benefit, and Cash Balance Plans. She provides support to her clients and ensures compliance with the ever-changing laws surrounding qualified retirement plans.
Education:
Kimberly attended University of Maryland University College and is a member of the American Society of Pension Professionals and Actuaries (ASPPA), where she maintains her Accredited designation.
Get to Know:
Kimberly resides in Frederick County, MD with her husband.