Kimberly Warner serves as a Benefits Administrator for Warren Averett Asset Management.
She specializes in the daily reconciling of mutual funds and cash in retirement plans. Kimberly processes distributions and payrolls, posts trades, updates census information for participants, and sends projected eligibility emails to retirement plan sponsors. In addition to the daily reconciling of retirement plans, Kimberly schedules Annual Plan Review and Employee Education Meetings for the Warren Averett Asset Management Retirement Team. She also assembles the Annual Plan Review content and furnishes Enrollment Kits.