Nfp Retirement Division

Financial Services · 51 Employees
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  • Employees
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About
NFP, a leading insurance broker and consultant, provides retirement consulting services that help companies and their employees reach their highest potential. Our 200+ retirement team members, including our CFA® Charterholder-led investment team, are strategic partners to clients, with resources and experience that help them anticipate the changing retirement landscape. In addition, our proprietary live-bid benchmarking approach lets us maximize our renegotiating leverage with service providers. We also help plan sponsors navigate fiduciary governance obligations in a complex legal and regulatory landscape, and position employees for financial wellness through behavior-based education and planning solutions. Every plan sponsor has unique goals and objectives. NFP Retirement’s robust service structure is built to maximize the potential of a retirement plan. Our proprietary investment analysis provides a proven, back tested, CFA led institutional approach to monitor and evaluate fund managers and investment strategies. Our proprietary B3 Provider Analysis™ utilizes live bid benchmarking based on your plan design and demographics to assist with the process of renegotiating with incumbent providers, or finding a new provider, to achieve favorable fees, services and investments. Additionally, our former practicing ERISA attorneys help plan sponsors navigate today’s ever-changing and increasingly complex legal and compliance landscape while reducing exposure to fiduciary liability. NFP Retirement consults on all retirement plan types, including 401(k), 403(b) and 457 plans, Non-Qualified Deferred Compensation plans as well as Defined Benefit plans. For more information, please visit us at nfp.com/retirement
Year Founded
2000
Social Media
Linkedin
Industry
Financial Services
HQ Location
120 Vantis, Suite 400 Aliso Viejo, CA 92656, US
Keywords
Investment Due DiligenceFee BenchmarkingFiduciary ComplianceEmployee CommunicatioProvider SearchesPlan DesigParticipant OutcomesFinancial WellnessTarget Date Fund SuitabilityRFPs
Location
  • 120 Vantis, Suite 400 Aliso Viejo, CA 92656, US

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