Natalie McNeil joined the Kraematon Group in 2013. As a Client Manager Natalie works with clients on the many aspects of the day to day operations of their qualified retirement plan. Part of Natalie’s responsibilities include consulting on items related to plan documents and plan design, investments, plan benchmarking and vendor comparisons, compliance and non-discrimination testing, required participant notices, and identifying and correcting plan errors. Natalie also conducts group education presentations as well as more personalized individual education opportunities for plan participants. Prior to joining the Kraematon Group, Natalie graduated from The University of Massachusetts Amherst with a B.A. in Psychology. She currently holds Series 6 and 63 licenses.
In her free time Natalie enjoys reading, traveling and spending time with family and friends.
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