Tammie Kuhn

PLANADVISER: Tell us about your role at your firm and your current responsibilities? How do you contribute to your firm/team’s growth and progress?

Kuhn: I am the director, plan operations and compliance. My role is to oversee every aspect of our clients’ plan operations and compliance to assure our clients are meeting their governance responsibilities and assure the plan is operating efficiently and remains in compliance with all applicable regulations. In this capacity, my responsibilities include plan design consulting, plan establishment and setup, plan provision interpretation, plan amendments, plan recordkeeper transitions, compliance testing review, employer contribution calculation review and plan operational testing. I also provide internal support to our relationship managers on matters related to compliance, fiduciary training, new business onboarding and other related topics.

From our managing director, Neil Tremblay: Our relationship managers rely on Tammie to support the delivery of Twelve Points’ retirement plan advisory services to its more than 180 clients. Having Tammie as part of the team not only allows us to deliver outstanding service but also helps enhance our credibility with prospective clients. As such, she is integral to our firm’s growth.

PLANADVISER: What are the skills that are most needed to be successful in your role?

Kuhn: Attention to detail. Ability to be curious, probe and listen. Persistence when facing a client challenge. Outstanding analytical capabilities. Ability to multi-task and juggle rapidly changing priorities and regulations. While not a skill, experience is critical. I have gained all of these skills and attributes in my more than 25 years’ experience in the industry. Further, and most importantly, I care deeply about our clients and takes great pride in helping assure they are well cared for and compliant.

PLANADVISER: What have you done that you are most proud of?

Kuhn: Besides raising an amazing son on my own, what I’m most proud of is the impact I’ve made in helping plan sponsors gain the confidence and knowledge to operate their retirement plans as a fiduciary. Over the years, I’ve worked to streamline operations, implement process improvements and ensure compliance—all while keeping the plan sponsor experience at the center. Whether it was resolving complex compliance issues, leading successful transitions or mentoring colleagues, I’ve taken pride in being a reliable, thoughtful partner. I’m especially proud of fostering trust—both with plan sponsors and with other vendors by delivering accuracy, responsiveness and a sense of care in every interaction. Knowing that my work helps plan sponsors gain some security with their retirement plan is the greatest reward.