Duncan M. Purvis

Duncan M. Purvis Email and Phone Number

Helping Retirement Plan Fiduciaries understand their responsibilities, mitigate their risks, and educate their employees @ BHS Financial Services
grandville, michigan, united states
Duncan M. Purvis's Location
Grandville, Michigan, United States, United States
Duncan M. Purvis's Contact Details

Duncan M. Purvis work email

Duncan M. Purvis personal email

n/a
About Duncan M. Purvis

We are 100% focused on Employer-Sponsored Retirement Plans. We seek to manage the employer's liability while improving the effectiveness of the retirement plan and the investment opportunities for plan participants. It's all about Successful Retirement Outcomes. Core services include:*Comprehensive Plan Review & Benchmarking - also considered a self-audit, a review to analyze all aspects of the plan (i.e. cost and design) and benchmark the 401(k) against industry averages.*Investment Reviews - systematic process to analyze, monitor, and, when necessary, replace investment offerings.*Fiduciary Oversight - tools, guidance, and documentation to assist plan fiduciaries with compliance-related issues.*Plan Sponsor and Participant Support - contact person for plan sponsor or participant questions.Secondary emphasis on Executive Benefits and Nonqualified Deferred Compensation PlansSpecialties: Service Provider Searches & Fee Benchmarking; Plan Design Consulting; Investment Due Diligence; 404(c) & 404(a) Fiduciary Guidance; Employee Benefits

Duncan M. Purvis's Current Company Details
BHS Financial Services

Bhs Financial Services

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Helping Retirement Plan Fiduciaries understand their responsibilities, mitigate their risks, and educate their employees
grandville, michigan, united states
Website:
bhsins.com
Employees:
148
Duncan M. Purvis Work Experience Details
  • Bhs Financial Services
    Retirement Plan Consultant
    Bhs Financial Services Jan 2012 - Present
    Greater Grand Rapids, Michigan Area
    BHS Insurance Agency, Inc. specializes in business/commercial insurance, personal insurance, employee benefits, and retirement plan consulting.BHS Financial Services is a wholly-owned subsidiary of BHS Insurance Agency and is committed to providing their clients in the private, public, and nonprofit sectors with objective guidance and solutions in three core financial areas: retirement plan consulting, executive benefits, and business continuation/succession planning.Investment advisory services offered through Global Retirement Partners, LLC dba BHS Financial Services, an SEC registered investment advisor.

Duncan M. Purvis Skills

Employee Benefits Customer Service Investments 401k 401 Retirement Savings Plans Employer Sponsored Retirement Plans

Duncan M. Purvis Education Details

Frequently Asked Questions about Duncan M. Purvis

What company does Duncan M. Purvis work for?

Duncan M. Purvis works for Bhs Financial Services

What is Duncan M. Purvis's role at the current company?

Duncan M. Purvis's current role is Helping Retirement Plan Fiduciaries understand their responsibilities, mitigate their risks, and educate their employees.

What is Duncan M. Purvis's email address?

Duncan M. Purvis's email address is dp****@****ins.com

What schools did Duncan M. Purvis attend?

Duncan M. Purvis attended Western Michigan University - Haworth College Of Business, Western Michigan University.

What skills is Duncan M. Purvis known for?

Duncan M. Purvis has skills like Employee Benefits, Customer Service, Investments, 401k, 401 Retirement Savings Plans, Employer Sponsored Retirement Plans.

Who are Duncan M. Purvis's colleagues?

Duncan M. Purvis's colleagues are Cameron Fasel, Teri Westra, Mary Hebron, Jessica Vanden Bosch, Jennifer Decommer, Cma, Mba, Sue Mason, Donald Vanderkuyl.

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