Katherine Rutherford
Director, Defined Benefit Consultant at Fidelity Investments | Cornelius, North Carolina, United States
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Katherine Rutherford is a seasoned benefits professional with over 27 years of diverse experience, currently serving as the Director of Defined Benefit Consulting at Fidelity Investments. In her role, Katherine has been instrumental in leading significant projects that shape the landscape of retirement planning for a vast number of participants. Notably, she co-led the largest Defined Benefit (DB) implementation in Fidelity's history, impacting over 835,000 DB participants and managing more than 40 variations of benefits. This complex project required her to adeptly manage the creation of requirements, oversee delivery, and facilitate client reviews, showcasing her exceptional project management skills.
Katherine's expertise extends beyond implementation; she is a proactive team player known for her strong organizational and problem-solving abilities. Her role involves not only the technical aspects of benefits determination and plan administration but also the critical task of fostering collaboration across teams. She excels in delegating workloads, defining timelines, and ensuring that all open items are addressed, which is essential in maintaining the momentum of large-scale projects.
Her extensive background in employee benefits, retirement planning, and business process improvement positions her as a key resource within Fidelity. Katherine is committed to enhancing the employee experience through effective training and development initiatives, ensuring that both clients and their employees are well-informed and equipped to navigate their benefits. With her comprehensive understanding of deferred compensation and defined contribution plans, Katherine continues to drive innovative solutions that meet the evolving needs of the workforce, solidifying her reputation as a leader in the benefits consulting arena.
Director, Defined Benefit Consultant at Fidelity Investments in January 2017 to Present
Senior Defined Benefit Consultant at Fidelity Investments in January 2012 to January 2017
Defined Benefit Consultant at Fidelity Investments in September 2007 to January 2012
Pension and 401(k) Services Leader at Ingersoll Rand in April 2006 to September 2007
Actuarial Analyst / Benefit Analyst at Aon Consulting in May 1996 to April 2006
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University of North Carolina at Chapel Hill, BS, October 1992 to October 1996
Jacksonville High School
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Defined Benefit
Pensions
Benefits Administration
Retirement
Employee Benefits
ERISA
Process Improvement
Financial Services
Insurance
Actuarial Science
Training
Cross-functional Team Leadership
Pension Funds
Analysis
401k
Employee Training
Business Process
Mergers & Acquisitions
Retirement Plan Consulting
Pension Administration
Human Resources
Team Management
Wealth Management
Forecasting
Data Analysis
Health Insurance
Deferred Compensation
Defined Contribution
Retirement Planning
Risk Management
Investments
Profit Sharing
Management
Leadership
Relationship Management
Valuation
Business Process Improvement
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Discover more about Fidelity InvestmentsWhat is Katherine Rutherford email address?
Email Katherine Rutherford at [email protected], [email protected] and [email protected]. This email is the most updated Katherine Rutherford's email found in 2026.
What is Katherine Rutherford phone number?
Katherine Rutherford phone number is 7046658980, 7048924070 and 2062184727.
How to contact Katherine Rutherford?
To contact Katherine Rutherford send an email to [email protected], [email protected] or [email protected]. If you want to call Katherine Rutherford try calling on 7046658980, 7048924070 and 2062184727. (updated on August 25, 2024)
What company does Katherine Rutherford work for?
Katherine Rutherford works for Fidelity Investments
What is Katherine Rutherford's role at Fidelity Investments?
Katherine Rutherford is Director, Defined Benefit Consultant
What industry does Katherine Rutherford work in?
Katherine Rutherford works in the Financial Services industry.
Katherine Rutherford Email Addresses
Katherine Rutherford Phone Numbers
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