Tracy Kammerer

Director of Retirement Services

Tracy joined Stafford Financial Consulting Group in 2018 and has more than 25 years of experience in the retirement industry. She began her career right out of college when she joined Hewitt Associates, who at the time was the premier benefits outsourcing firm in the country. She spent 11 years with Hewitt (now Aon Hewitt) where her responsibilities evolved from day-to-day administration of client benefit programs to the overall project management of retirement plans for a number of large, nationally recognized companies.

 

She later spent nearly a decade as a Senior Project Leader for Wells Fargo Retirement where she led new business implementations for clients representing a number of industries and locations across the country, with plan sizes ranging from 500 to 25,000+ participants and total plan assets between $500 million and $2 billion. She coordinated the efforts of up to 10 departments to ensure accurate, on-time, high quality conversions in a fast paced, deadline driven environment.

 

After 20 years in the large market space, Tracy began working with smaller employer retirement plans at Defined Contribution Advisors, Inc., where she specialized in plan design consulting, administration, ERISA compliance and other plan advisory services. She later joined Alliance Benefit Group where she managed implementations and did plan document preparation.

 

Tracy’s background, organizational skills, keen attention to detail and her ability to successfully collaborate with others brings added depth to our Stafford team. She has a passion for partnering with employers to offer retirement plans that help their employees have a financially secure future.

 

     

    Professional Background

    • Benefits Administration •

    • Retirement Plan Consulting •

    • New Business Implementations •

    • Client Relationship Management •

    Practice Emphasis

    • Industry Specialist •

    • Retirement Plan Consulting •

    • Project Management •

    • Compliance •

    Connect With Us

    608.441.3035 / 2501 W. Beltline Highway Suite 201, Madison WI / info@sfcgus.com

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