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
Should You Evaluate Your Plan to Better Prepare Employees for Retirement?
September 7, 2021
With the lingering effects of the pandemic, remote work environments and changing labor market, the retirement savings needs of...
Read 
IRS Recently Updated System to Correct Retirement Plan Errors
August 9, 2021
Retirement plans must operate in compliance with the Internal Revenue Code that govern them. If they don’t operate accordingly...
Read 
The New Meaning of Retirement
August 1, 2021
In the past, retirement was typically viewed as the stage of life when one stops working, sells a family...
Read