Shelly Horwitz Email and Phone Number
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Passionate and knowledgeable retirement plan specialist helping organizations develop competitive retirement and executive benefits for US and multi-national companies.Key areas of services offered to clients:- Plan Design Consulting: create and refine executive benefits, retirement plans and total rewards strategies- Corporate Governance: develop, document and demonstrate fiduciary processes for all aspects of retirement plan management - Investment Management: menu selection and *asset allocation due diligence for defined contribution, defined benefit and non qualified plans- Fee & Services Benchmarking: provide analysis and vendor negotiation, plan benchmarking and recommendations for improved efficiency- Participant Outcomes: create campaigns focused on projected retirement outcomes that align with plan goals and maximize vendor services.*asset allocation does not protect against loss of principal.Adept at all types of retirement plans, including 401(k), 403(b), Defined Benefit and Executive Compensation/Non-Qualified plans. Advisory services offered by World Investment Advisors, LLC. Securities offered by Pensionmark Securities, LLC. World Investment Advisors, LLC is affiliated through common ownership with Pensionmark Securities, LLC.2024 PLANADVISER Top Retirement Plan Advisers recognition is based solely on self-reported quantitative data about an adviser’s practice. To be included in this year’s list, advisers had to have a minimum of 50 plan clients or retirement plan assets under advisement of $400 million or more
World Investment Advisors (Formerly Pensionmark)
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- worldadvisors.com
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Managing Director - Atlanta And Washington DcWorld Investment Advisors (Formerly Pensionmark)United States
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Managing DirectorWorld Investment Advisors (Formerly Pensionmark) Jul 2024Santa Barbara, Ca, UsNamed a 2024 Top 100 Retirement Plan Adviser by PLANADVISER. I am a retirement plan expert with over 27 years of experience devoted solely to retirement plan management. Dedicated services focused on 401(k) and 403(b) savings plans, defined benefit, executive compensation/NQ programs, including 457(b) and 457(f) plans for not for profits. Services include consulting, fiduciary governance, plan design, investment consulting, compliance, employee education and communication.Advisory services offered by World Investment Advisors, LLC. Securities offered by Pensionmark Securities, LLC. World Investment Advisors, LLC is affiliated through common ownership with Pensionmark Securities, LLC.
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Managing DirectorPensionmark Financial Group Apr 2018Retirement plan expert with over 27 years of experience devoted solely to retirement plan management. Dedicated services focused on 401(k) and 403(b) savings plans, defined benefit, executive compensation/NQ programs, including 457(b) and 457(f) plans for not for profits. Services include consulting, fiduciary governance, plan design, investment consulting, compliance, employee education and communication.Pensionmark Financial Group, LLC (“Pensionmark”) is an investment adviser registered under the Investment Advisers Act of 1940. Pensionmark is affiliated through common ownership with Pensionmark Securities, LLC (member SIPC).
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PartnerAssociation Investment Advisory Solutions (Aias) Jan 2016 - Mar 2018Dedicated retirement plan management focus for not for profit organizations. We help tax exempt organizations with their 401(k) or 403(b) savings plans. Other retirement plan management includes: consulting and investment management to defined benefit, 457(b) and 457(f) plans.Securities and Investment Advisory Services offered through Kestra Advisory Services, LLC, Member FINRA/SIPC. Kestra Advisory Services, LLC is not affiliated with Association Investment Advisory Solutions, LLC.
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President- Retirement Plan ServicesVigilant Financial Partners Jun 2011 - Mar 2018Provided retirement plan management and advisory services that specialize in total retirement consulting solutions. Areas of focus are plan design, compliance, provider oversight, investment analysis and monitoring, committee governance and participant support. As the lead retirement head for the firm, I provide industry-leading thought capital via white papers, membership on advisory councils, panels and speaking engagements.Securities and Investment Advisory Services offered through Kestra Advisory Services, LLC, Member FINRA/SIPC. Kestra Advisory Services, LLC is not affiliated with Vigilant Financial Partners.
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Account ExecutiveLockton Companies Jul 2010 - Jun 2011Global, UsConsulted with corporate and non-profit clients to provide retirement solutions and overall plan management expertise, including: vendor search and transition; investment analysis and monitoring; plan design benchmarking and consulting; merger and acquisition assistance and consulting. -
Relationship Manager And Other Leadership PositionsPrincipal Financial Group Jan 1997 - Jul 2010Des Moines, Iowa, UsWorked in several client relations roles, including both local and regional relationship management and leadership overseeing not for profit and corporate retirement plan clients. Specialties included fiduciary governance and documentation, investment analysis and monitoring, complex plan design, mergers and acqusitions, vendor transitions and development and execution of successful education campaigns.
Shelly Horwitz Skills
Shelly Horwitz Education Details
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Elon UniversityPsychology
Frequently Asked Questions about Shelly Horwitz
What company does Shelly Horwitz work for?
Shelly Horwitz works for World Investment Advisors (Formerly Pensionmark)
What is Shelly Horwitz's role at the current company?
Shelly Horwitz's current role is Managing Director - Atlanta and Washington DC.
What is Shelly Horwitz's email address?
Shelly Horwitz's email address is sh****@****ial.net
What is Shelly Horwitz's direct phone number?
Shelly Horwitz's direct phone number is +120222*****
What schools did Shelly Horwitz attend?
Shelly Horwitz attended Elon University.
What are some of Shelly Horwitz's interests?
Shelly Horwitz has interest in Children, Education.
What skills is Shelly Horwitz known for?
Shelly Horwitz has skills like Defined Benefit, 401k, Mergers, Plan Design, Retirement, Investments, Esop, Deferred Compensation, Erisa, Profit Sharing, Employee Benefits, Investment Advisory.
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