CONTACTS

Direct Line: (513) 699-2980

Direct Fax: (513) 699-2981

Email: kduritsch@langgroup.com

AREAS OF FOCUS

Investments

Accolades

  • 14 years of experience in Plan Administration
  • 10 years of experience in Retirement Planning Investments

 

Specializing In

  • Employee Education and Support
  • Increased Participation Rates
  • Plan Design Consultation
  • Maximizing Tax-Deferred Benefits for Key Employees
  • Support of Plan Sponsors to Comply with Fiduciary requirements
  • Investment Committee Meetings
  • Due Diligence on Investment Selection
  • Employee Communication

 

Qualifications:

  • Series 6 and 63 registered
  • Life and Health Licensed
  • 14 years of experience in Plan Administration
  • 10 years of experience with retirement planning investments and sales, including work with top firms in New York City

 

Personal:

Katie is a Westside Cincinnati native who attended McAuley High School and, later, Ohio University. She started her career in Cincinnati and moved to New York City to expand her knowledge and experience. Katie has recently returned to Cincinnati to be with family and to continue her career in the Queen City.

She enjoys living in the revitalized Downtown Business District and is an avid Reds and Bengals fan.