Kerstin Driscoll-Witt

About Kerstin Driscoll-Witt

I joined S.E.E.D. Planning Group, a fee-only financial planning and investment fiduciary…

Experience

1. Retirement Plan Navigator

   S.E.E.D. Planning Group

   Jan 2019 — Present · Binghamton, NY, US

   Kerstin Driscoll joined S.E.E.D Planning Group in January 2019 as Director of SUITE(k). In her role as Retirement Plan Navigator, she leads S.E.E.D.’s Business Retirement Plan Team- SUITE(k)- and provides fiduciary investment services to our business clients. Kerstin comes to S.E.E.D. with over 30 years of industry experience, a Bachelor of Arts degree in Pre-Law and a business minor from Penn State. Throughout her career, she has guided employers and retirement plan committees to design cost-effective retirement plans for their employees and their companies. Kerstin has experience in most aspects of ERISA law including plan design, implementation, plan terminations, valuations, reconciliations, audits, etc. Most recently, as Managing Director for Fidelity Investments, Kerstin was responsible for providing thought leadership, content, training and guidance for retirement plan committees around plan design, plan transfers, implementation, mergers & acquisitions, spin-offs, on-going administration, and compliance. In her current role with S.E.E.D, Kerstin continues to engage with employers to ensure financial wellness for employees in the ever-changing landscape of retirement plan options. She will not only delve into - what keeps you up at night? But more importantly, how can we help? Kerstin shares her talents with the community with a focus on volunteering. She is a former committee member to the Tina Fund-an organization that supports patients and families in their fight against breast cancer, and a former board member for the Community Foundation for South Central New York where she served as chairperson of the Development Committee. Kerstin currently serves on the Board for Seeds of Hope and collaborates with local non-profits to advance their mission and provide support where needed most.

Education

• NIPA Accredited Pension Representative Exams I & II

  APR Designation, Qualified Retirement Plans

• The Institute for Employee Benefits Training

  Certificate of Graduation, ERISA Paralegal

• Penn State University

  Bachelor's Degree, Pre-Law/ Political Science- Minor in Business

  1983 — 1987