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Ned Taylor is listed as Partnering with Plan Sponsors to drive measurable results towards making employees retirement ready at The Hyas Group, based in Portland, Oregon, United States. AeroLeads shows a work email signal at comcast.net and a matched LinkedIn profile for Ned Taylor.
Ned Taylor previously worked as Senior Consultant at The Hyas Group and Manager, Key Accounts at The Standard. Ned Taylor holds Ba, Religion, History from Willamette University.
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I work with Retirement Plan Sponsors to drive meaningful change in the retirement plan space. Through strategic plan design, results based education, and holistic financial wellness planning, I have a history of moving the needle through increased participation, savings rates and proper asset allocation. Striving toward the goal of everyone being able to retire on their own terms at their chosen time!Specialties: Leadership | Relationship Management | Communication and Presentation | Strategic Planning | Organizational Development | Budget/Finance Management | Team Development/Coaching | Change Management
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Portland, Oregon Area
The Hyas Group is an independent consulting firm providing a broad range of investment consulting services to retirement plan boards, trustees and other institutional fiduciaries. The Firm offers a wealth of consulting experience to defined contribution retirement plans, defined benefit plans as well as foundations/endowments.
I work with my colleagues around the country to ensure that our largest relationships have all the resources they need to drive successful retirement outcomes.
Built team of 12 relationship managers and set strategic vision for proactive service for 1,400 retirement plan sponsors to deliver "raving fan" service. Managed significant change to customers and broader organization due to an acquisition-driven system migration and consolidation. Provided coaching and feedback to drive achievement of client service and key account objectives. Forged strong relationships with marketing, operations and sales. * Accountable for retention of over $26 million revenue.* Managed $1.6 million annual operating budget.* Hired 12 professional staff averaging over 10 years industry experience.* Lead team of experts to develop, create and deliver key client facing communications (investment and demographic reports).* Lead team through several organizational changes including acquisition, company integration and staff consolidation.
Partnered with internal wholesalers and external pension consultants on business development and revenue retention Lead Investment Advisory practice for 400 regional plans.Developed quarterly recommended fund list for existing as well as prospective clients.Priced new plans with sales staff.Delivered presentations to key prospects and clients.
Managed a block of business of over 120 plans and $275 million in assets, representing over $2 million in revenue. Drove client satisfaction, retention and ability to act as a reference.Responsible for qualified (DC and DB) and non-qualified plans as well as comingled trust pools, separate accounts (single discipline), multi-fund family accounts and retail mutual fund accounts.
Directed retirement plan division for employee benefits consulting firm. Designed, tested and implemented targeted rollover capture campaign. Success rate of 75% asset capture.Lead retirement plan provider searches including issuance of RFP's, provider interviews/questionnaires, finalist presentations and recommendations.Successfully placed over a dozen employer sponsored plans including plan design, investment selection, pricing and delivering employee education.
Activities and Societies: Beta Theta Pi, Campus Ambassadors
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Ned Taylor works for The Hyas Group.
Ned Taylor is listed as Partnering with Plan Sponsors to drive measurable results towards making employees retirement ready at The Hyas Group.
AeroLeads has found 1 work email signal at @comcast.net for Ned Taylor at The Hyas Group.
Ned Taylor is based in Portland, Oregon, United States while working with The Hyas Group.
Ned Taylor has worked for The Hyas Group, The Standard, Columbia Management, and Bci Group.
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Ned Taylor holds Ba, Religion, History from Willamette University.
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