Kat
Riley
Retirement Plan Manager
Kat is a Retirement Plan Manager for IMA Retirement in our Denver office. In her role, Kat serves as the day-to-day support for our retirement plan clients, assisting them with support needs like fiduciary investment review reporting, fee benchmarking, fiduciary governance, employee education, and more.
In her previous role at AssuredPartners Investment Advisors, Kat supported the retirement service team and clients, with a strong focus on employee education. Before joining the retirement industry, she worked for 4 years in the restaurant industry as a server, corporate trainer, and shift manager. Kat graduated from the University of Colorado with a dual degree in Operations Management and Ecology & Evolutionary Biology. She also holds the State registration Series 65 and Certified Plan Fiduciary Advisor (CPFA) designation.