Natalie K. WilburnSenior Retirement Plan Consultant
Natalie Wilburn is a Senior Retirement Plan Consultant for PFE Advisors, Inc. d/b/a The PFE Group. Natalie has more than 18 years of retirement plan consulting experience advising clients on all aspects of plan considerations including but not limited to investment monitoring, compliance related issues, vendor negotiations and plan design. Natalie also assists Administrative and Investment Committees in establishing and maintaining their fiduciary process to mitigate the fiduciary risk associated with ERISA Plans including documentation to ensure their fiduciary obligations are met.
Prior to joining The PFE Group, Natalie worked for a top recordkeeper and two large consulting firms. Most recently, Natalie was a Senior Vice President and Practice Leader at a large National Consulting Firm.
Natalie holds a B.A. in psychology from the University of South Carolina and earned the Certified Behavioral Finance Analyst designation from Allianz Center for Behavioral Finance.