Jean M. Grace ERPA/QPA/CEBS

Jean M. Grace ERPA/QPA/CEBS

Pension Shareholder

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M. Grace is the Chief Operating Officer and a Shareholder in KB Pension Services, Inc. (KBPS), Ms Grace is actively involved in the daily operations and overall strategic direction of the firm.  She provides client assistance and guidance in all areas of retirement plan operations and helps facilitate greater efficiencies and enhanced service experiences.

 

Education

  • The University of Connecticut
    Master of Business Administration
    B.S. in Finance

Licenses / Certifications

  • Enrolled Retirement Plan Agent
  • Qualified Pension Administrator
  • Certified Employee Benefit Specialist

Organization Involvement

  • American Society of Pension Professionals and Actuaries

Contact Us

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Our Locations

Sarasota Office
1990 Main Street, Suite 801
Sarasota, FL 34236
Phone: 941.365.4617
Toll Free: 800.966.8676
Fax: 941.954.3207

Lakewood Ranch Office
9423 Town Center Parkway
Lakewood Ranch, FL 34202
Phone: 941.365.4617

Tampa Office
4350 West Cypress Street
Meridian One, Suite 930
Tampa, FL 33607
Phone: 813.675.8800

Lets Get Started.

 

Verification

 
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