NOTICE FOR MARCH 3-4, 2025: CFMA accounts will be inaccessible from 8 am on March 3, 2025, through 8 am on March 4, 2025, for maintenance. This may impact access to renew or join CFMA, Connection Café, CFMA's 2025 Annual Conference registration, BP Online, CFMA education, etc. Thank you for your patience, and please contact info@cfma.org with any questions.
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.