Jean M. Grace, ERPA/QPA/CEBS
Chief Operating Officer and Shareholder
As 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.
Ms Grace joined KBPS in November of 2015 and became a Shareholder in 2019. She has over 25 years of experience in the ERISA qualified retirement plan market. Prior to joining KBPS, Ms Grace held various technical and managerial positions with Third Party Administrators for retirement plans in Connecticut and New York. These include Vice President in the Employee Investment Plans Division of The Bank of New York, Vice President of Operations for Pentec, Inc. in Southington, CT and most recently, Director of Pension Administration for Pension Consultants, Inc. in Farmington, CT.