The additions include retirement plan consultants Solomon Stewart, Daniel Kallus, and Vince Learned, who each assist plan sponsors in designing and operating retirement plans. Geoff Keeling, another new hire, is responsible for providing investment consultation and serves on NFP Retirement’s investment committee.
NFP Retirement also announced its acquisition of The 401(k) Concierge, a retirement plan consulting firm. Managed by Allison Kaylor Flink and based in Austin, Texas, the firm will expand NFP Retirement’s reach in the Texas region.
“We’re thrilled to welcome Solomon, Daniel, Vince, Geoff and Allison to our team,” says Nick Della Vedova, president of NFP Retirement. “With this new talent, we now have 10 in-house analysts with the chartered financial analyst (CFA) designation, deepening our existing investment expertise and ability to deliver positive outcomes for clients.”
In his new role, Stewart conducts investment due diligence reviews and educates fiduciaries on best practices in plan design, fee benchmarking, and participant outcomes. He is based in Orange County, California.
Kallus brings investment due diligence consulting to plan sponsor clients, especially in the area of retirement plan investment lineups. He is based in the NFP Retirement Houston office in Texas.
Bringing 15 years of industry experience, Learned works with clients to help ensure plan design and investment due diligence best practices among fiduciaries. He is based in Orange County, California, and holds Series 7 and 66 licenses.
Also serving in the Orange County office, Keeling assists in driving investment due diligence for clients. He has over 15 years of retirement industry experience with a focus on asset management and investment due diligence for plan sponsors.
Kaylor Flink specializes in Employee Retirement Income Security Act (ERISA) issues and defined contribution plan services. She assists clients of varying sizes, tailoring plan design that meets the needs of plan sponsors and participants. She also assists with investment due diligence, provider benchmarking, advanced plan design, and fiduciary compliance. She is based in the NFP Retirement Austin, Texas, office.