Katie Calpin is a Participant Education Manager for OneDigital where she is responsible for providing enrollment and on-going education meetings for clients’ company-sponsored retirement plans.
Prior to joining OneDigital, Katie gained experience in the Financial Services Industry while at Prudential Retirement. There she handled a variety of Defined Contribution plans and was responsible for educating participants about the rules and regulations of their plans as well as assisting them in addressing their retirement goals.
Katie holds her FINRA series 6, 63 and 65 registrations through Triad Advisors.
