Despite intense deadlines, no data files, and a lack of cooperation from exiting employee, Bob Clark and his team at Marsh & McLennan Agency-New England coordinated the seamless transition of a large manufacturing firm’s retirement plan—as well its medical, dental, vision, disability, and other benefits—to deliver lower plan costs and increased retirement plan participation.

Advisor passionate about participant outcomes increases participation from 28% to 80% with an educational approach utilizing third-party custom allocation models, a written education curriculum, education meetings, and a matrix to review. Clients of this advisory group receive the same level of attention regardless of size.

Moderator: C. Andrew Harbour CFP^® CIMA^® | Morgan Stanley Graystone Consulting Atlanta

TXEX / VIA Renewables
Houston, TX
Tiffany Miller | Director of Human Resources
A client of Council members Fidelity Investments and The Gibson Group of Morgan Stanley (Lisa Gibson CRPS®)

The Queen’s Health System
Honolulu, HI
YeeYeng Lim | Benefit Manager  
A client of Council members Fidelity Investments and HUB International (Jim O’Shaughnessy AIF®, PRP®)

The Mentholatum Company
Orchard Park, NY
Andrea Yakovac | Senior Human Resource Generalist
Janice Kwarta | Director, Human Resources
Steven Hossenlopp | Chief Financial Officer
A client of John Hancock and The D'Aiutolo Institutional Consulting Group (Paul d’Aiutolo and Alicia Klingensmith)

Riddle’s Jewelry
Rapid City, SD
David Westergaard | CFO/Executive Vice President/Treasurer
A client of Sikich Financial (Joe Connell)

Pankow Builders
Maria Carlson | Chief Financial Officer
A client of John Hancock and Plan Resource Group at RBC Wealth Management (Patrick McKiernan C(k)P^®)

Daikin
Decatur, AL
Donna Cruz | Benefits Manager
A client of John Hancock

GuideOne Mutual
West Des Moines, IA
Elisabeth Sandersfeld |Chief Financial Officer
A client of Principal Financial Group and Morgan Stanley and Graystone Consulting – Houston (Lisa Gibson, Tommy Ford, Victoria Smith)

North American Stainless
Ghent, KY
Todd Mitchell | VP Administration and Procurement
A client of John Hancock and The Rinehart / Cicilly group of UBS

Oregon Public Employees Retirement System
Portland, OR
Dean Carson | Member Engagement & Communications Director
A client of Cammack Retirement now CAPTRUST Financial Advisors (Mike Webb)

Dawn Food Products
ackson, MI
Brian Coleman | Vice President of Total Rewards
A client of Prudential Retirement and UBS Financial Services (Bruce Lanser)

NASCO
Atlanta, GA
Barbara Bell-Dees SHRM-CP, PHR | Vice President Human Resources & People Services
A client of Plan Sponsor Consultants (Mike Kane)

Vermeer Corporation
Pella, IA
Cheri Klyn | Director, Shared Services