Kyle Peterson
ASSOCIATE DIRECTOR, RETIREMENT PLAN ADVISORY SERVICES
Kyle is an Associate Director, Retirement Plan Advisory Services at Choreo, located in the Des Moines, IA office. He collaborates with organizations of all sizes to effectively and efficiently manage their employer sponsored retirement plans. He assists with all aspects of plan management including plan design, investment consulting, employee and plan sponsor education, plan health, benchmarking, and managing fiduciary obligations.
Kyle has been in the financial services industry since 2007, previously working as a Regional Vice President - Sales Consultant for FuturePlan by Ascensus and prior to that, as an Internal Wholesaler for Principal Financial Group. Throughout Kyle's career, he has demonstrated a profound understanding of various retirement plan structures and assisted plan sponsors in managing their fiduciary duties while also advocating best practices to improve retirement plan outcomes. Driven by a passion for helping individuals secure retirement goals, Kyle continually seeks innovative solutions to enhance plan performance and participant engagement.
EDUCATION
- Bachelor of Arts, Simpson College
