Kate Clark
Retirement Plan Consultant
Kansas City
Experience and Education
Kate provides services to plan sponsors and employees and assists team members with retirement plan questions and projects. Prior to joining Mariner Wealth Advisors full-time, Kate participated in an internship with the firm the summer prior to graduation.
She has a bachelor’s degree in management and society from the University of North Carolina at Chapel Hill.
Personal Interests
Kate played Division 1 college tennis for the UNC women’s tennis team. During her time in Chapel Hill as a student-athlete, she also participated in the Richard A. Baddour Carolina Leadership Academy, a four-year program on leadership development.
Kate’s Office
Insights
DOL Approves Use of Private Equity in 401(k) Plans
July 8, 2020
The Department of Labor (DOL) recently issued a letter approving the use of private equity in 401(k) and other...
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Plan Sponsors Prioritize Financial Wellness for Employees
June 11, 2020
With the pandemic affecting employees who may decide to dip into retirement accounts for money to cover potential short-term...
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Plan Options: Extended Deadlines for Plan Sponsors
May 14, 2020
The federal government is giving employees and plan sponsors latitude when it comes to retirement plan distributions, loans, discretionary...
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