Kimberly Olson

Kimberly Olson

Manager 3(16) Department

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Kimberly joined Executive Retirement Plans in September 2023, bringing with her more than 30 years of experience as a Senior Consultant, working and servicing defined contribution plans along with 3(16) services. Kimberly’s role at ERP includes supervising the 3(16) Services Department Team, where she trains and mentors her team to provide excellent 3(16) services to clients. She is also responsible for evaluating and monitoring Executive Retirement Plan’s investment platforms partners and helps onboard 3(16) clients. Kimberly also manages daily 3(16) administrative services associated with retirement plans sponsored by Executive Retirement Plan’s clients. These administrative services include discrimination testing, preparation of annual valuations, calculating contributions, verification of timing of contributions, eligibility, completion of IRS Form 5500, as well as overseeing the processing of participant loans and distributions.

Kimberly lives in Hammond, Wisconsin, with her fiancé. She has an adult daughter, Myah, and an adult son, David, as well as Rubee Maie, a golden retriever. She enjoys gardening, spending time relaxing in the family camper in Cumberland, Wisconsin, to relax, and hanging out with family and friends. When she has spare time, she loves to get on her motorcycle and go for a ride on the back country roads.