Krista is a plan administrator for the retirement plan consulting team and has been with the firm since March 2012. She does all of the data entry for the client billing and also handles the billing of distribution/loan fees and monthly/quarterly recordkeeping fees. Krista puts the finishing touches on year end work, binding booklets and preparing mailing labels, before they go out the door to the clients. She also prepares mass emails and runs reports both for the team and for firm operations. Krista is also the go-to for mail, office supplies and troubleshooting of office machines.