Spoof Access

×
U.S. Flag United States
Financial Advisor
×

Kathleen Beichert

Head of Retirement and Third Party Distribution

bw_kathleen-beichert_469x264.jpg.jpg

Tenure

  • 33 YRS

    Industry

  • 22 YRS

    Oppenheimer

  • B.S. from New York University’s Stern School of Business

Kathleen Beichert serves as Head of Retirement and Third Party Distribution. In this role she is responsible for leading the third-party distribution strategy and managing the firm’s relationships with defined contribution, insurance and subadvisory platforms. She previously held leadership positions overseeing product development and management, marketing and sales for the firm’s $90+ billion retirement business.

Show full biography Hide full biography
  • B.S. from New York University’s Stern School of Business

Insights

Retirement

An Overlooked Story in the Push for Tax Reform

Head of Retirement and Third Party Distribution

The real tax benefits of after-tax Roth accounts are being overshadowed in the push for tax reform.

Retirement

Is Tax Reform a Threat to Employer-Sponsored 401(k)s?

Head of Retirement and Third Party Distribution

As the debate heats up on Capitol Hill, the future of employer-sponsored plans may be at stake.

Retirement

Consider This Before Giving Millennial Investors 401(k) Tips

Ned Dane

Head of Private Client Group

Head of Retirement and Third Party Distribution

How to navigate the DOL Fiduciary Rule when providing Millennials retirement savings strategies.

×
Loading...
Tiny Button Small Button Large Button Default Button Secondary Button Framed Button Framed Button ( Small Caps )