Lee began her financial career in 1979 and is President of United Retirement Consultants, Inc., a full service pension administration firm. Lee is a Qualified Pension Administrator, awarded from the American Society of Pension Professionals and Actuaries, a Certified Financial Planner®, a Certified Private Wealth Advisor®, and licensed life and health insurance professional. She has been ranked as one of America’s Top 100 Women Financial Advisors by Barron’s from 2010 to present and is among the Top 100 Advisors named by the Financial Times Magazine. Lee has been featured on Fox Business News, the Wall Street Journal, Forbes and the Financial Times Magazine.
Marianne is a Senior Pension Consultant and Managing Director of United Retirement Consultants, Inc. and holds her degree in Finance & Marketing from St John’s University. Her career in both the financial industry and pension consulting has spanned over 21 years. Marianne’s expertise includes census data compilation, reconciliation, contribution and distribution processing, mutual fund analysis, annual administrative data coordination and recommendations for change to create a more streamlined process.
Kim joined United Retirement Consultants with 20 years experience in the pension consulting business and has third party administrative expertise with a broad array of clients from small to large plans, sole-proprietors to corporations, and not-for-profits. She received a Bachelors of Science in Mathematics from Clarkson University and a Masters of Business Administration from Hofstra University with a specialty in Finance. She recently passed the exams for the Enrolled Retirement Plan Agent designation from the Internal Revenue Service and has a Retirement Plans Associate credential from the International Foundation of Employee Benefit Plans.
Linda is the voice of United Retirement Consultants, Inc. and has been with the United Companies for over 13 years. She responds to a myriad of inquiries on a daily basis and ensures that all areas of administration and compliance are adhered to in a way that best meets a client’s individual needs. Linda is proactive in building and maintaining client relationships by understanding the client’s organization, procedures, internal policies and overall business needs. Linda’s experience expertise includes full plan set-ups for new plans, conversions on existing plans and overseeing payroll processes regarding deductions, adjustments and changes.