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Kerschner Named to the 2018 ERISA Advisory Council

The Department of Labor announced last week that CAPTRUST’s Linda M. Kerschner, CRSP, has been appointed corporate trust representative for the 2018 Employee Retirement Income Security Act of 1974 (ERISA) Advisory Council. Kerschner, who works out of the firm’s Charlotte, North Carolina, office, joined CAPTRUST in 2001 and has worked in the financial services industry since 1976.

The ERISA Advisory Council provides advice on policies and regulations affecting employee benefit plans governed by ERISA. The council consists of 15 members appointed by the Secretary of Labor, based on submitted recommendations. Of the 15-member council, three members are representatives of employers, three members are representatives of the general public, and there is one representative each from the fields of insurance, corporate trust, actuarial counseling, investment counseling, investment management, and accounting.

When asked what she enjoys most when it comes to her role as a retirement plan advisor, Kerschner explains:

“As a retirement advisor, I love having the opportunity and ability to help all employees of a client improve their financial well-being and future retirement. Mary Rose McGeady, who helped homeless youth across the nation, said it best: ‘There is no greater joy, nor greater reward than to make a fundamental difference in someone’s life.’”

Being appointed to the 2018 ERISA Advisory Council is the latest accolade Kerschner has earned; she was also named in The 401(k) Wire’s 2006 and 2010 Top 300 Most Influential Financial Advisors in Defined Contribution Plans, as well as The 401(k) Wire’s 2011 Top 50 Defined Contribution Advisors in the jumbo market segment.

Kerschner’s profile can be viewed in its entirety here.


CAPTRUST Financial Advisors is an independent investment research and fee-based advisory firm specializing in providing investment advisory services to retirement plan fiduciaries, endowments and foundations, executives, and high-net-worth individuals. Headquartered in Raleigh, North Carolina, the firm represents more than $274 billion in client assets with 35 offices located across the U.S.



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