Nicole Kelly

Nicole Kelly

Nicole specializes in assisting our corporate clients in efficient qualified plan design, compliance issues and employee communication.  She works closely with Plan Sponsors and their advisors to offer a high touch and personalized approach to the administration of their retirement plan. Nicole has over 15 years of experience in the retirement plan industry and enjoys helping Plan Sponsors and their employees reach their goals.

Nicole graduated from University of Delaware earning a degree in Business Administration. She lives in Douglassville with her husband and two children. She enjoys spending time with her family and friends, golfing, reading, sports and anything outdoors.