retirement plans
Kristin Merola
Client Services Adminstrator

Kristin started her career in the retirement field approximately ten years ago as a Compliance Administrator Assistant for a large national plan custodian. Kristin acted as a liaison between the clients and the Compliance Analyst. She assisted the clients with preparing their census and submission in a timely fashion. Since then Kristin has moved to magii pension services as an Installation Manager and Client Services Administrator. She is continuing her passion for great client services by working closely with both the clients and vendors to ensure their plans are set up to reflect the specifications designed for their individual plan needs.  As well as maintaining all lines of communication with the various plan relationships in a timely and organized manner throughout the entire installation process.  

 

In Kristin’s spare time she loves spending quality time with her family and friends.  Especially her husband and two children here on the South Shore of Long Island.

Contact

Professional Experience

631-434-8200 x027