Lead Consultant & Qualified Retirement Plan Specialist – Clearview Advisory
Katie Green is a lead consultant and qualified retirement plan specialist at Clearview Advisory. Her career mission is to help companies provide retirement plans that are customized to meet their specific needs and ensure their employees are ready for retirement. She also assists companies in understanding and managing their fiduciary responsibilities in regards to plan investments and administration.
Prior to Clearview, Katie served in a business development and consultant role at the plan administration firm Qualified Plans, LLC. She also worked at John Hancock Retirement Plan Services. With her administration and record keeping background, Katie’s solutions center around plan design, plan administration procedures, fee benchmarking, as well as fiduciary and regulatory compliance.
Katie received her Bachelor of Science Degree in Education from University of Georgia.
American Society of Pension Professionals and Actuaries
GRP Advisor Alliance
National Association of Plan Advisors
National Association of Women Business Owners
Pension Education Council of Atlanta, board member
Women in Pensions Network