NFP Retirement Division
Company

NFP Retirement Division

Financial Services Aliso Viejo, California, United States 108 employees
Employees
108
Contacts
3
Emails
3

NFP Retirement Division Overview

Headquarters
Aliso Viejo, California, United States
Website
www.nfp.com
Industry
Financial Services
Employees
108
Founded
2000
NAICS
Finance and Insurance
Monetary Authorities-Central Bank

About NFP Retirement Division

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

NFP Retirement Division Contact Details

People in AeroLeads
4
With contact data
3
Email contacts
3
75.0% coverage

NFP Retirement Division Org Chart

Sample employees and titles
Name Title Contact
Marcel Dupré Retirement Plan Expert at Nfp, an Aon
Email
Todd Hoppock Vice President, Consulting Nfp
Email
Jon Maertz, Aif®, Cpfa, Crps® Senior Plan Advisor at Nfp Retirement
Email
David J. Kupstas, Fsa, Ea, Msea Pension Actuary and Third Party
View

Employees by Management Level

Individual contributor 2 profiles
Executive 1 profile
Senior / Lead 1 profile

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