Kate Shaver

Kate joined Strategic Retirement Partners in 2016 and is the Senior Relationship Manager, Operations for SRP’s Michigan and Ohio/Kentucky offices. She creates positive experiences for our clients and works hand in hand with plan administrators, committee members and other client touchpoints. She oversees operational planning, workflow prioritization and office management. Kate also assists in fiduciary auditing and compliance recordkeeping. She has also been instrumental in helping design Participant Education games, prizes and materials.