Liberty Retirement

Liberty offers retirement plan consulting and administration for your business.

About Kathy

Kathy has over 24 years of actuarial and benefit consulting experience, specializing in the design of retirement plans for businesses, and providing the necessary consulting to administer retirement plans effectively. Prior to becoming a founding member of Shore Tompkins Actuarial Resources, Kathy was Director of Actuarial Operations for RSM McGladrey Retirement Resources, where she supervised an actuarial staff of 17 employees. Kathy has a unique background which consists of extensive knowledge in both defined benefit and defined contribution plan administration. This allows her to have a complete understanding of a business’ best retirement options. Kathy focuses on the needs of her clients and develops close working relationships with them. She holds a Bachelor’s degree in Actuarial Science from the University of Illinois and is an Enrolled Actuary (EA), a Member of the American Academy of Actuaries (AAA) and a Member of the American Society of Pension Actuaries (ASPA).

Liberty Retirement

Retirement Plan Consulting & Administration for Your Business​

About Liberty

The Liberty Company Insurance Brokers is an independently owned insurance broker handling the commercial, personal and employee benefits insurance needs of businesses, non-profits, and individuals for more than 36 years. The company was founded in 1987 by our Chairman and CEO, Bill Johnson, who currently leads the firm along with our President, Jerry Pickett.

Licensed to operate in all 50 states, Liberty has grown consistently and, in recent years, exponentially by attracting talented and entrepreneurial people into an energetic and collaborative culture which focuses on our team’s happiness, well-being, and growth. Liberty has expanded nationally by partnering with agency owners and experienced producers who fit our culture, are driven by our mission of Promoting Peace of Mind with Great Care and demonstrate our core values of Integrity, Excellence, Caring, Kindness, Fairness, Teamwork, Good Feelings and Fun! 

Why Liberty

Liberty has consistently been recognized as one of the most dynamic, fastest growing companies as well as one of the best places to work in the insurance industry, including being recognized as the #1 Fastest Growing Privately Held Insurance Broker in the U.S. over the past four year by the Hales Report.

Liberty is not your typical insurance broker: We are a culture-first organization, and believe “If you put people first, good business will follow.” We are very collaborative, creative, entrepreneurial, and wellness-focused. We believe that the true Wealth of our Organization is dependent upon the Holistic Health of each member. We can serve our clients most powerfully when we are at our best mentally, physically, and spiritually. To that end, our goal is to clear the path of political and administrative distractions so our team members can focus on their Highest And Best Use (HABU), which is what they love to do, what they do best, and therefore, is best for all of us. 

Contact Kathy

Get in touch with Kathy to learn more about Liberty Retirement.

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