Carrie Maldonado, CPFA

Carrie is on the front line of working with retirement plan sponsors. Problem solving is at the heart of all she does. She works diligently in effort to make running the retirement plan as simple as possible for employers while staying compliant and retaining the best relationships with all involved. Carrie knows the retirement plan industry well. Her professionalism and organization skills are essential to the team and well known by the retirement plan sponsors.

Carrie began working for SKRS in 2011 with her focus on participant services. She has since moved over to the plan sponsor service space where she is now most familiar. In 2022 Carrie earned her CPFA (Certified Plan Fiduciary Advisor) designation from the National Association of Plan Advisors.

Retirement Dream:  “In retirement my husband and I look forward to spending time at our property in Merida Yucatán Mexico and driving around in my purple jeep!”