Ken Robinson
Ken Robison graduated from the University of Pittsburgh at Johnstown with a B.S. in Finance and Information Systems with a concentration in Accounting. Before coming to the firm, Ken worked in the banking industry, where he gained experience in the customer-facing financial sector.
Ken is currently studying to attain his accreditations through the American Society of Pension Professionals and Actuaries. He focuses on continually learning and growing so he can best fit the needs of those he supports in an ever-changing environment.
At Modern Private Wealth
Ken’s role as a Retirement Plan Associate encompasses administrative, compliance and operational aspects of employer-sponsored retirement plans through plan document preparation and maintenance, Form 5500 reporting, contribution calculations, plan corrections, and regulatory updates.
Ken works alongside employers, financial advisors, recordkeepers and service providers to ensure retirement plans maintain compliance with federal requirements including ERISA regulations and IRS guidelines.
A Note From
Ken Robinson
“In everything you do, do it with excellence. I strive to constantly be better than I was yesterday because each day has its own new challenges.”
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