Kelly Majdan joined Pensionmark Financial Group, LLC (Pensionmark) in 2019 as Managing Director. At Pensionmark, she specializes in helping plan fiduciaries navigate the complex world of retirement plan benefits. Her more than 22 years in the retirement plan space, has led her to focus on sound fiduciary best practices, investment due diligence processes, retirement plan design, and participant education. Her vast experience in everything from corporate retirement plan administration to mutual fund and record keeper sales teams, as well as trust department retirement plans, has provided her with unique insight into how retirement plans truly operate.
In recognition of her expertise, Kelly was recognized two years in a row by The Financial Times as one of the Top 401 Financial Advisers in the 401(k) field and by NAPA as a 2017 Top Woman Advisor All-Star in the retirement plan industry. She has also been invited to Capitol Hill to listen and advise top Congressional leaders about the future of the retirement savings industry and how proposed laws and regulations could affect American workers' retirement security.
She received her Bachelor of Arts degree in Accounting from Fort Lewis College in Durango, Colorado and her Masters of Business Administration (MBA) from Regis University in Denver, Colorado. She holds the Accredited Investment Fiduciary (AIF®), Qualified Plan Financial Consultant (QPFS®), and the Chartered Retirement Plan Specialist (CRPS®) designations and has completed the Dave Ramsey Financial Counselor Training Program.
Kelly, her husband, and two children reside in Melissa, TX. With two very active teenagers, Kelly spends much of her free time volunteering at their school and with their various sports teams. She also volunteers with Sheep Dog Impact Assistance and enjoys participating in obstacle course challenges with her husband and children.
The Accredited Investment Fiduciary (AIF®): The AIF® designation represents a thorough knowledge of and ability to apply the fiduciary Practices. Through fi360's AIF Training programs, AIF designees learn the Practices and the legal and best practice framework they are built upon. AIF designees have a reputation in the industry for the ability to implement a prudent process into their own investment practices as well as being able to assist others in implementing proper policies and procedures. www.fi360.com
Qualified Plan Financial Consultant (QPFC): The QPFC is the professional credential for financial professionals who sell, advise, market or support qualified retirement plans. QPFC is not an entry-level credential. Qualifications: Eligible candidates must successfully pass a two-part exam series, hold certain licenses and meet certain investment-related experience and reference guidelines. www.napa-net.org.
Chartered Retirement Plan Specialist: The CRPS is a professional designation awarded by the College for Financial Planning to individuals who specialize in creating, implementing and maintaining retirement plans for businesses. The study program to become a CRPS covers types and characteristics of retirement plans, including IRAs, small business retirement plans, defined contribution plans, 401(k) plans and nonprofit and government plans. It also covers plan distributions, plan design and implementation, plan establishment and operation, and fiduciary issues. www.cffpinfo.com
Kelly is a professional member of the Northwest Arkansas Human Resources Association (NOARK) and is a Chapter Committee Chair serving as the 2018 Legislative Chair. www.noark.org
2017 All-Stars: Top Producers who have their own practice. The NAPA Top Women Advisors list was created in 2015 to acknowledge the contributions of a growing number of women who are making significant contributions to the retirement industry, as well as bringing excellence to the profession. More information can be found here.
The Financial Times Top 401 Retirement Plan Advisors is an independent listing produced by the Financial Times (September 2015 & 2016). The FT 401 is based on data gathered from financial advisors, firms, regulatory disclosures, and the FT’s research. The listing reflects each advisor’s performance in eight primary areas, including: DC plan assets under management; DC plan assets as a percentage of overall AUM; growth in DC plan AUM; growth in DC plans advised; DC plan employee participation; professional designations; experience; and compliance record. Neither the brokerages nor the advisors pay a fee to The Financial Times in exchange for inclusion in the FT 401K. www.ft.com.