Kim Cochrane

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Kim Cochrane

Director, Raffa Retirement Services, a division of HUB Retirement and Wealth Management

HUB International

Kim Cochrane, QPA, TGPC is the Director or Client Services of HUB International Mid Atlantic LLC in
Rockville, MD. She has over 25 years of experience, primarily in the consulting area of IRS,
Department of Labor and ERISA regulations.
Kim focuses on corporate and non-profit retirement plans, including pension plans, 401(k) plans,
403(b) plans, profit sharing, cash balance and executive benefit plans. Kim's day to day
responsibilities include working with plan trustees on addressing their fiduciary responsibilities and
working with individuals on managing their retirement accounts.
Kim holds FINRA Series 6, 63 and 65 securities regulations, life and health insurance licenses and is
a credentialed and active member of the ARA (American Retirement Association), NAPA (The
National Association of Plan Advisers) and WIPN.

Talks About
#hr #esg #401k #women #nonprofit

Preferred Locations
#Northamerica

Speaking Engagements

NAPA/NTSA ERISA 403(b) Advisor Conference 2023

Paid

The NAPA/NTSA ERISA 403(b) Advisor Conference is back for its second year, poised to be an essential industry gathering tailored specifically for seasoned professionals who specialize in ERISA 403(b) plans. This event serves as a unique platform for ERISA 403(b) specialist advisors and consultants to immerse themselves in the latest industry develo

01-03 October 2023

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Kim Cochrane

Director, Raffa Retirement Services, a division of HUB Retirement and Wealth Management

Speaking Engagements

NAPA/NTSA ERISA 403(b) Advisor Conference 2023