Biographies

Consultants
Dawn M. Hafner CPA, MBA, CPC, QPA
Senior Vice President & Chief Operations Officer

Dawn Hafner has executive authority over Kidder’s operations and multiple offices. In addition, she plays a key role in developing and implementing the firm’s ongoing growth strategy. Dawn has more than 20 years of experience in qualified plan design, document preparation, administration and compliance for 401(k), ESOP and Defined Benefit plans. Prior to joining Kidder in 2015, she served as Engagement Leader for the ESOP Consulting Division of Verisight (formerly RSM McGladrey). From 2000 to 2003, she was Kidder’s Manager of Administrative Services. Dawn is widely recognized for her expertise and has published numerous articles on issues impacting qualified plans. In 2013, she co-authored “Best Practices for ESOP/401(k) Combinations” by the National Center for Employee Ownership.

Dawn is a member of the Iowa Society of CPAs and the American Institute of Certified Public Accountants. She earned her Certified Pension Consultant (CPC) and Qualified Plan Administrator (QPA) designations from the American Society of Pension Professionals and Actuaries. She is a graduate of the University of Northern Iowa with a B.A. in Accounting and earned a Masters of Business Administration (MBA) in Finance from the University of Iowa.

Robert K. Abt, AIF®
Vice President
Tucson, Arizona / Albuquerque, New Mexico

Bob Abt, Regional Pension Consultant, has more than 20 years of qualified plan, investment, and private banking experience, serving the financial needs of business and high net worth clients. Bob is responsible for consulting, client service and business development in Arizona, New Mexico and southern Colorado. He has obtained the professional designation of Accredited Investment Fiduciary (AIF®), which covers investment fiduciary standards of care and investment due diligence. He has conducted numerous seminars and continuing education programs on qualified retirement plans and fiduciary topics for individuals and professional groups across the Southwest. He graduated Magna cum Laude from Sacred Heart University in Fairfield, Connecticut with a B.S. Degree in Business Management. Prior to joining Kidder in 1999, Bob had a 12-year career with a large East Coast banking institution.

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Key Administration Contacts
Judy A. Richardson, QPA
Vice President/Manager Pension Administrative Resources/Shareholder

Judy joined Kidder in 2001. She is responsible for managing the administration and recordkeeping resources for Defined Contribution and Defined Benefit Plans in all Kidder locations. She also provides design and technical expertise and support for Defined Benefit, Cash Balance and combination plans. Judy has more than 30 years of experience in qualified plan administration and recordkeeping services, working with large complex Defined Contribution and Defined Benefit plan clients and is a Qualified Pension Administrator (QPA). She previously served as Retirement Plan Services Operations Manager in the trust department for First National Bank of Omaha. She has additional experience with two third-party administration firms in Omaha as well as Principal Financial Group. Judy attended Iowa State University and is a member of the American Society of Pension Professionals and Actuaries.

Jennifer S. Jensen, QKA
Vice President/Manager Pension Administration Operations/Shareholder

Jennifer has more than 20 years of experience in employee benefits. She is responsible for managing our administration and recordkeeping operations, including workflow for Defined Contribution and Defined Benefit Plans, in all Kidder locations. She also is a technical expert for our clients on Employee Stock Ownership Plans (ESOP). Jennifer has earned her Qualified 401(k) Administrator (QKA) designation awarded by ASPPA. Prior to joining Kidder in 2004, Jennifer was Administrative Manager with Qualified Pension Services, LLC. She also has six years of experience with US Bank, where she was an Account Manager and technical resource for clients’ and participants’ administrative and compliance questions. Jennifer is a graduate of Buena Vista College with a B.A. degree in Accounting.

Brenda K. Sickels, QKA
Senior Employee Benefits Administrator
Team Leader

Brenda has more than 20 years of employee benefit, trust, and investment experience, working primarily with larger clients. She joined Kidder in 2001 and is responsible for providing quality plan administration and recordkeeping services for our clients as well as serves as the technical expert for our Administration Software. Brenda previously served as Relationship Manager and Account Manager for employee benefit plans at US Bank. She has been designated a Qualified 401(k) Administrator (QKA) and is a graduate of Simpson College in Indianola, Iowa with a degree in International Business.

Carla B. Burgin, CPA (inactive), QPA
Senior Employee Benefits Administrator

Carla joined Kidder in 1996. With more than 20 years of experience, she is responsible for providing qualified plan administration and recordkeeping services for our clients and is the technical expert for our 401kbc.com administration and operations. Carla holds a certificate as a Certified Public Accountant (CPA), has been designated a Qualified Pension Administrator (QPA), is a member of the Iowa Society of CPAs and the American Institute of Certified Public Accountants. She is a graduate of Drake University, and she previously served as Pension Administrator at a CPA firm in Des Moines, Iowa.

Leann I. Nurnberg, QKA
Employee Benefits Administrator

Leann joined Kidder in 2007 and is responsible for providing quality plan and recordkeeping services for our clients. She obtained the ASPPA designation of Qualified 401(k) Administrator in 2010. Leann earned her Associate of Business degree at AIB College of Business and then went on to earn a degree in Finance with Cum Laude honors from Upper Iowa University.

Cathy M. Hanes, CEBS
Senior Employee Benefits Administrator
Team Leader

Cathy has 22 years of experience in qualified retirement plan administration. She is responsible for providing quality plan administration and recordkeeping services for our clients. Prior to joining Kidder in 2013, Cathy’s experience included plan administration management and recordkeeping services with third-party administration, banking and insurance firms in Des Moines, IA. She holds her Certified Employee Benefits Specialist (CEBS) designation and continues to pursue continuing education in her area of expertise. Cathy graduated from Buena Vista University with a Bachelor of Arts degree.

Thomas E. Zuck, QPA, ERPA
Employee Benefits Administrator

Tom has worked in employee benefits since 2008. He received his Qualified Plan Administrator (QPA) designation through ASPPA and his Enrolled Retirement Plan Agent (ERPA) designation through the IRS. At Kidder, Tom is responsible for providing quality plan administration and recordkeeping services for DC and DB plans. He provides our clients with a strong technical foundation in defined benefit plans, including cash balance plans, and he has excellent relationship management and problem solving skills. Prior to joining Kidder, Tom worked for a TPA firm assisting clients with plan design and document administration. He earned his BA in Philosophy from the University of Michigan.

Logan J. Young
Junior Employee Benefits Administrator

Logan has worked in employee benefits since January of 2014. At Kidder, he is responsible for providing quality plan administration and recordkeeping services for DC plan clients. Prior to joining Kidder Logan worked for a TPA firm assisting clients with plan administration. He has excellent relationship management and problem solving skills. Logan earned his BA in Finance from the University of Iowa.

Kimberly J. Flach, QKA, CEBS
Employee Benefits Administrator

Kimberly has worked in employee benefits since 1990 and has earned her Qualified 401(k) Administrator (QKA) and Certified Employee Benefits Specialist (CEBS) designations. Prior to joining Kidder, Kimberly worked for several bundled providers and a TPA firm assisting clients with plan administration and compliance. At Kidder, she is responsible for providing quality plan administration and recordkeeping services for DC plans. She brings to our clients a strong technical foundation, as well as excellent relationship management and problem solving skills. Kimberly earned her BS from Eastern Kentucky University.

Lenora Kemp, QPA, QKA
Employee Benefits Administrator

Lenora has worked in employee benefits since 1997 and has earned her Qualified Plan Administrator (QPA) and Qualified 401(k) Administrator (QKA) designations. Prior to joining Kidder, Lenora worked for other retirement service providers, most recently with Dubuque Bank & Trust. Her experience includes assisting clients with plan administration and compliance and managing a team of administrators. At Kidder, she is responsible for providing quality plan administration and recordkeeping services for DC and DB plans. She brings to our clients a strong technical foundation, as well as excellent relationship management and problem-solving skills. Lenora earned her Associates degree in Accounting from Northeast Iowa Community College.

Kelly Duran, QPA, QKA, ERPA, CPFA
Client Special Services
Team Leader

Kelly has worked in employee benefits since 1998 and has earned her Qualified Plan Administrator (QPA) and Qualified 401(k) Administrator (QKA) designations. She has also earned her Enrolled Retirement Plan Agent (ERPA) and her Certified Plan Fiduciary Advisor (CPFA). Prior to joining Kidder, Kelly worked for other retirement service providers serving in the area of plan design, implementations, conversions, recordkeeping operations, management, retirement plan administration, and peer review of annual testing and reporting. The types of retirement plans that Kelly has experience with are 401(k), Profit Sharing, 457, Cross-Tested, Safe Harbor, DC/DB Combo, MEPs, MPPs ESOP and Cash Balance. At Kidder, she leads the Client Special Services Team. She is responsible for providing quality onboarding of the new clients. She is also responsible for plan terminations. She brings to our clients a strong technical foundation, as well as excellent relationship management and problem-solving skills.

Melissa A. Kimm
Document Design Specialist
Team Leader

Melissa joined Kidder in 2015 and is responsible for preparation of plan designs and plan documents for clients. Working with the Document and Design Manager, she is also involved in filing IRS determination letters and IRS and Department of Labor corrections and resolutions. She has over 15 years of qualified plan document, administration and finance-related experience. She was previously an Administrator with Pentegra Retirement Services. She received her B.A in Economics from Rollins College and a B.A. in Accounting from Furman University.

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Actuarial Services Contacts
Dougas S. Lane
President, Kidder-Lane Actuarial Services

Doug Lane co-founded Farr, Kellner, and Lane in 1993, which later became Lane & Associates in 2000. Lane & Associates provided actuarial services for Defined Benefit and Cash Balance plans for plan sponsors and other third party administrators, including Kidder Benefits Consultants, Inc.

In 2011, Kidder Benefits Consultants, Inc. acquired majority ownership of Lane & Associates and now operates as Kidder-Lane Actuarial Services, LLC. Doug serves as the President of Kidder-Lane which provides actuarial services for over 270 plans from plan sponsors and other third party administrators.

With over 30 years of experience, Doug has worked as a consulting actuary for both small and large pension plans and health plans since beginning his career at Principal Financial Group. Doug is a graduate of the University of Northern Iowa. He has earned and maintained the professional designations of Fellowship of Society of Actuaries (FSA) and Enrolled Actuary (EA). Doug is also a member of the Society of Pension Actuaries (MSPA) and the American Academy of Actuaries (MAAA).

Kevin G. Steffensmeier
Senior Pension Manager

Kevin has been the Senior Pension Manager with Kidder-Lane Actuarial Services (previously Farr, Kellner, and Lane, and later Lane & Associates) since 1995. Kevin provides analysis and calculations for all actuarial work of Kidder-Lane. He provides technical support to the Chief Actuary, clients, and third party administrators in their administration of Defined Benefit and Cash Balance Plans. Kevin has 25 years experience, beginning his career in the Pension Actuarial Services Department at Principal Financial Group. He obtained a Bachelor of Business Administration with a major in Finance and minor in Economics from Iowa State University. Kevin has also been awarded the Fellowship of Life Management Institute (FMLI) designation.

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Client and Administration Services Contacts
Karen J. Rich
Corporate Conversion Operations Leader

Karen manages the Plan Conversion area relating to Investments and Plan Assets. She also provides administrative and operational support to Kidder Consultants, Primary Administrators and outside Financial Representatives on investment platform issues. In addition to providing educational and training support to Kidder clients, Karen is also the liaison between our professional investment vendors, including insurance companies, mutual funds and brokerage operations, and our clients. Karen has more than 25 years experience in securities and trust operations, most recently as a Trust Officer with US Bank. She joined Kidder in 2001.

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