Karin Morris

Experience

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  Harris Associates,L.P.

  Feb 1996 - Mar 1999

  Assistant Marketing Director

  Helped build a dynamic, high impact marketing department driving publicity for rapidly growing boutique investment firm.Developed and maintained centralized RFP database and process ensuring consistency and impact of more than 25 monthly consultant requests on behalf of potential institutional investors.Created and produced robust marketing materials, including newsletters, sell sheets and articles, distributed to over 5K current and potential investors – wrote several press releases on behalf of team of managing directors. Show less

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  Oak Grove School

  Jan 2007 - Jan 2011

  PTO Treasurer

  Oversaw all budgeting, financial management and reporting for active 750-member organization responsible for building a strong school community through events, programs, fundraising and teacher support for K-8 school with over 880 students.

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  Millennium Trust Company

  Apr 2013 - Mar 2015

  Vice President

  Senior Relationship Manager, Rollover Solutions Group. Responsible for supporting institutional partners and plan sponsors and their ongoing service needs.

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  Inspira Financial

  Mar 2015 - now

  Senior Vice President

  Helping your employees save for retirement should be gratifying. Yet you don’t want to spend time searching for missing participants …that’s where we can help.As a financial services company and leader in Automatic Rollover IRAs, Millennium Trust Company is connected with a majority of the Recordkeepers, TPAs, Consultants and Plan Sponsors.With 15 years of experience in the financial industry, I’m able to provide our clients with cost-saving insights that eliminate some of the stress and confusion.As a SVP and Senior Relationship Manager, I serve as a reliable advisor to our Institututional Partners and plan sponsors at corporations, government entities, hospitals, universities, and small businesses by:✅ Cutting retirement plan costs and administrative burdens with our cost-effective automatic rollover IRA solutions.✅ Helping identify missing or non-responsive plan participants to reunite them with their retirement funds.SAVING OUR CLIENTS MONEYOne leading university with over 15,000 employees is saving an estimated $30,000 per year with our Automatic Rollover service for low balance accounts.I’m proud to work for a company that is a trusted partner to 1.2 million individual clients. We also work with major financial players like Empower, Fidelity, John Hancock, Wells Fargo and Mass Mutual. Millennium Trust’s recognition in Crain’s Fast 50 and the Inc. 5000 reaffirms our position in the financial industry.See the media below for more information on how we can help your company with its retirement plans.Specialties: 401K Plan Termination | Missing Participants | Workplace Savings | IRA Rollover Rules | Uncashed Checks | Defined Benefit Plans| Stale Dated Checks Show less