Kelly Majdan joined Cabana Retirement Solutions in 2018 as the Director of Institutional Retirement Plans. At Cabana, she specializes in helping plan fiduciaries navigate the complex world of retirement plan benefits. Her more than 22 years in the retirement plan space, has led her to focus on sound fiduciary best practices, investment due diligence processes, retirement plan design, and participant education. Her vast experience in everything from corporate retirement plan administration to mutual fund and record keeper sales teams, as well as trust department retirement plans, has provided her with unique insight into how retirement plans truly operate.
In recognition of her expertise, Kelly was recognized two years in a row by The Financial Times as one of the Top 401 Financial Advisers in the 401(k) field and by NAPA as a 2017 Top Woman Advisor All-Star in the retirement plan industry. She has also been invited to Capitol Hill to listen and advise top Congressional leaders about the future of the retirement savings industry and how proposed laws and regulations could affect American workers' retirement security.