CFMA’s technology upgrades are live! As you explore the new education and certification experiences, visit cfma.org/faq to help answer questions you may have! Thank you in advance for your patience as we squash any bugs in the new platforms.

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Kelly A. Kurtz, CPC


Kelly A. Kurtz, CPC, is Director of Retirement services at Patterson Smith Associates, LLC. She spent much of her career designing and implementing 401(k) plans for employers as well as managing the overall process of plan operations and administration. 

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Kelly A. Kurtz, CPC
Patterson Smith Associates LLC

(973) 326-9300
Kelly@psabenefits.com