NFP Retirement Adds Five Consultants

NFP Retirement, a division of NFP, a leading insurance broker and consultant that provides employee benefits, property & casualty, retirement, and individual insurance and wealth management solutions, announced the growth of its retirement plan and investment consulting teams with the addition of five consultants.

These additions are in line with NFP Retirement’s commitment to meet the evolving needs of private, public and nonprofit plan sponsors and their plan participants.

The new hires include retirement plan consultants Solomon Stewart, CFA®, Daniel Kallus, CFA®, CIC® and Vince Learned, CFA®, CFP®, all of whom support plan sponsors in designing retirement plans that feature innovative investment solutions, and Geoff Keeling, CFA®, who provides investment consultation and serves on NFP Retirement’s Investment Committee. Additionally, NFP Retirement acquired The 401(k) Concierge, a retirement plan consulting firm based in Austin, TX, managed by Allison Kaylor Flink, to further solidify its reach in the Texas region.

Nick Della Vedova, President of NFP Retirement, commented, “We’re thrilled to welcome Solomon, Daniel, Vince, Geoff and Allison to our team. With this new talent, we now have 10 in-house analysts with the Chartered Financial Analyst® (CFA® charterholder) designation, deepening our existing investment expertise and ability to deliver positive outcomes for clients. Now more than ever, plan sponsors and participants seek guidance and support, and we remain dedicated to bringing our clients and partners the very best resources and experience.”

Solomon Stewart conducts investment due diligence reviews to help ensure optimal plan performance, while educating fiduciaries on best practices in plan design, fee benchmarking and participant outcomes. Mr. Stewart is based in the NFP Retirement Orange County, CA, office.

Daniel Kallus has vast experience in equity portfolio management and brings investment due diligence consulting to plan sponsor clients. His technical perspective allows him to effectively communicate the finer aspects of a retirement plan’s investment lineup. Mr. Kallus is based in the NFP Retirement Houston, TX, office.

Vince Learned has 15 years of industry experience and specializes in designing retirement plans that work to optimize participant outcomes. He works with clients to help ensure plan design and investment due diligence best practices among fiduciaries. In addition to CFA® and CFP® designations, Mr. Learned holds Series 7 and Series 66 licenses. He is based in the NFP Retirement Orange County, CA, office.

Geoff Keeling has over 15 years of retirement industry experience with a focus on asset management and investment due diligence for plan sponsors. As a key member of the NFP Retirement Investment Committee, he assists in driving investment due diligence for clients. Mr. Keeling is based in the NFP Retirement Orange County, CA, office.

Allison Kaylor Flink is nationally recognized as an expert in ERISA issues and defined contribution services. She works with clients of varying sizes to tailor plan design that meets plan sponsor and participant needs and assists with investment due diligence, provider benchmarking, advanced plan design and fiduciary compliance. She was named one of the 300 Most Influential Advisors in the Defined Contribution Business by 401kWire and is a founding adjunct lecturer at UCLA’s The Retirement Advisor University. Ms. Flink is based in the NFP Retirement Austin, TX, office.

About NFP Retirement

NFP Retirement, Inc. (NFP Retirement) focuses on retirement plan consulting. As one of the largest independent retirement plan advisory firms in the country, with over $33 billion in assets under advisement (as of 1/1/2015), the firm serves hundreds of plan sponsors nationwide at private, public and nonprofit organizations. NFP Retirement helps create successful retirement plan outcomes for plan sponsors and plan participants.

About NFP

At NFP (National Financial Partners), our solutions and expertise are matched only by our personal commitment to each client's goals. We are a leading insurance broker and consultant that provides employee benefits, property & casualty, retirement, and individual insurance and wealth management solutions. Our registered investment adviser and broker-dealer empowers independent financial advisors with integrated technology, subject matter expertise and a suite of customized services.

NFP has more than 3,200 employees and global capabilities. Our expansive reach gives us access to the most highly rated insurers, vendors and financial institutions in the industry, while our locally based employees tailor each solution to meet our clients' needs. We have become one of the largest insurance brokerage, consulting and wealth management firms by building enduring relationships with our clients and helping them realize their goals.

Recently NFP was ranked by Business Insurance as the 5th largest global benefits broker by revenue, the 4th largest US-based privately owned broker and the 11th largest broker of US business. In addition, PlanSponsor named NFP the 5th largest executive benefits provider of nonqualified deferred compensation by number of plans. Our independent broker-dealer ranked 11th in annual revenue by Investment Advisor, and Rep ranked it the 6th highest in advisor production by assets under management.

Securities offered through NFP Advisor Services, LLC, (NFPAS) member FINRA/SIPC. Investment Advisory Services offered through NFP Retirement, Inc. NFPAS is affiliated with NFP and NFP Retirement.

For more information, visit www.nfp.com.