Duncan M. Purvis Email and Phone Number
Duncan M. Purvis work email
- Valid
Duncan M. Purvis personal email
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
Bhs Financial Services
View- Website:
- bhsins.com
- Employees:
- 148
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Retirement Plan ConsultantBhs Financial Services Jan 2012 - PresentGreater Grand Rapids, Michigan AreaBHS 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
Duncan M. Purvis Education Details
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Business Management -
Behavioral Psychology
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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