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RETIREMENT PLAN CONSULTANT · LOUISVILLE

Kristin Dunlevy, CPFA, AIF®

Kristin is the Retirement Plan Consultant at The Retirement Studio, leading account management for retirement plan clients and working closely with plan sponsors who want a true partner, not a plan running on autopilot.

Education: University of Louisville, 1996

 
HOW KRISTIN WORKS

Clear Thinking. Personal Guidance.

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Philosophy

Strategy and empathy aren't opposites, they're partners. Fiduciary responsibility means advocating for the employees a plan is meant to serve.

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Approach

Bold and proactive. She stays connected, asks hard questions, and challenges the status quo when a better path exists, rather than managing a plan quietly from the background.

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Personal

Wife and grandmother to a blended family of seventeen. Loves biking, hiking, and fire pit podcasts with her husband, and unplugs in the garden or barn on their Kentucky horse property.

“Push plan sponsors and providers to do better by the employees the plan is meant to serve, keeping plans compliant and constantly improving outcomes for both employers and employees.”

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