Deals & People April 28, 2015

NFP Retirement Names Plan Consultant

Jennifer Brooks has joined NFP Retirement as a retirement plan consultant and specialist in the Employee Retirement Income Security Act (ERISA).
Reported by

Brooks joins two other former-practicing ERISA attorneys in NFP Retirement. She is tasked with assisting plan sponsors with fiduciary best practices in order to remain compliant with all legislative and regulatory matters with the Department of Labor (DOL), Internal Revenue Service (IRS) and other government entities.

Brooks brings nearly two decades of technical compliance and plan design experience to NFP Retirement. She was previously an attorney with Trucker Huss, a West Coast employee benefits law firm. Brooks has also practiced law at multinational law firms and the nation’s largest accounting firms. She holds a juris doctor degree from the Seattle University School of Law.

Never miss a story — sign up for PLANADVISER newsletters to keep up on the latest retirement plan adviser news.

According to Nick Della Vedova, president of NFP Retirement, the hire is consistent with the firm’s mission of adding resources that will help clients manage an increasingly complex compliance landscape. He cited Brooks’ experience in ERISA compliance as a tremendous asset to the team. Brooks describes NFP Retirement’s culture as client-centric, calling it a clear differentiator.

NFP Retirement, a division of the insurance broker and consultant NFP, focuses on retirement plan consulting and reports that it has more than $33 billion in assets under advisement (AUA) as of January 1.

Products April 28, 2015

MFP Strategies Releases PlanQuest Solution

PlanQuest's team of retirement plan specialists works with clients to customize and deliver consulting services that address their needs and plan goals.
Reported by

The solution addresses fiduciaries, sponsors and participants with the aim of improving retirement plan outcomes. Specifically, PlanQuest assists fiduciaries with decisionmaking, boosts the confidence of sponsors in knowing their plan is managed properly and enables participants to better plan for retirement.

The MFP Strategies’ Retirement Plan Services team advises businesses, and helps them design and manage their retirement plans. The team is experienced with addressing the requirements and challenges confronting fiduciaries, sponsors and participants in today’s market, the firm explains.

Want the latest retirement plan adviser news and insights? Sign up for PLANADVISER newsletters.

MFP Strategies, recognized as one of the Top 100 retirement plan adviser teams in the nation by PLANADVISER for 2013, also released a video explaining how PlanQuest works. The animated film details the specific challenges and needs the solution addresses.

«