Richard Reed

Vice President, Defined Contribution Practice Director

Mr. Reed is a Vice President and Defined Contribution Practice Director in the firm’s Boston office, with over 30 years of experience. He has extensive expertise in the management of retirement plans, specializing in strategic guidance, plan design, compliance, plan mergers, investments, plan administration, governance and communications. Mr. Reed has worked with many corporate, Taft-Hartley and not-for-profit clients including healthcare, colleges and university institutions, on all aspects of retirement programs and has specialized experience in defined contribution plans.

Prior to joining the firm, Mr. Reed served as Managing Director of Retirement Services for an employee benefits consulting firm in Boston where he worked as a registered investment advisor providing technical and investment consulting services for defined contribution plans. Prior to that, he worked as a Senior Account Executive for a major asset management firm where he consulted with clients on their 401(k), 403(b), defined benefit and other retirement programs.

Mr. Reed received his BBA in Finance at the University of Texas and his MBA in Marketing at the University of Massachusetts. He has achieved the Accredited Investment Fiduciary (AIF) and Certified Employee Benefits Specialist (CEBS) designations. He has served on numerous provider financial advisory councils, roundtables and industry groups and has been recognized for his retirement plan expertise.

Mr. Reed is frequently interviewed for various industry periodicals on topics including retirement plan design, fiduciary best practices, vendor and advisor searches and investment solutions. Mr. Reed was recognized by Institutional Investor News as one of the “20 Rising Stars of Retirement Plan Advisors” in 2008 and in 2013 he was a semi-finalist for the American Society of Pension Professionals and Actuaries’ 401(k) Leadership Award.

His speaking engagements include:

  • “Retirement Plan Issues in a COVID-19 World,” The Association of Union Contractors, June 2020
  • “Avoiding Retirement Plans in The Courtroom,” Ohio HR-CUPA Spring Conference, April 2018
  • “The State of the 401(k) and How Your Company Can Address the Uneasy Future of Retirement Income,” New England Employee Benefits Council, July 2017
  • “Innovative Defined Contribution Plan Design,” 71st Annual Council on Employee Benefits Conference, April 2017
  • “DC Plan/Annuity Trends & Challenges,” Associated General Contractors of America Construction (AGC) HR & Training Professionals Conference, October 2016
  • “A Primer on the Final DOL Fiduciary and Related Regulations," New England Benefits Council Monthly Meeting, May 2016
  • “How Do You Define ‘Success’ for Your Retirement Plan?” Plan Sponsor Council of America (PSCA) 68th Annual Conference, October 2015
  • “Avoiding Fiduciary Follies in Your 401(k) Plan: Considering the Risks and How to Mitigate Them,” New England Employee Benefits Council Benefits Club, September 2015
  • “To the Core of the Matter: DC Best Practices and Industry Trends,” Pension Group East, May 2015
  • “Improve Workforce Retirement Readiness with Behavioral Economics Techniques,” HR Leadership Forum (HRLF) Program, April 2015

Contact Richard

The information you provide will not be shared with anyone outside Segal.

Leadership

Richard Reed

Vice President, Defined Contribution Practice Director

Mr. Reed is a Vice President and Defined Contribution Practice Director in the firm’s Boston office, with over 30 years of experience. He has extensive expertise in the management of retirement plans, specializing in strategic guidance, plan design, compliance, plan mergers, investments, plan administration, governance and communications. Mr. Reed has worked with many corporate, Taft-Hartley and not-for-profit clients including healthcare, colleges and university institutions, on all aspects of retirement programs and has specialized experience in defined contribution plans.

Prior to joining the firm, Mr. Reed served as Managing Director of Retirement Services for an employee benefits consulting firm in Boston where he worked as a registered investment advisor providing technical and investment consulting services for defined contribution plans. Prior to that, he worked as a Senior Account Executive for a major asset management firm where he consulted with clients on their 401(k), 403(b), defined benefit and other retirement programs.

Mr. Reed received his BBA in Finance at the University of Texas and his MBA in Marketing at the University of Massachusetts. He has achieved the Accredited Investment Fiduciary (AIF) and Certified Employee Benefits Specialist (CEBS) designations. He has served on numerous provider financial advisory councils, roundtables and industry groups and has been recognized for his retirement plan expertise.

Mr. Reed is frequently interviewed for various industry periodicals on topics including retirement plan design, fiduciary best practices, vendor and advisor searches and investment solutions. Mr. Reed was recognized by Institutional Investor News as one of the “20 Rising Stars of Retirement Plan Advisors” in 2008 and in 2013 he was a semi-finalist for the American Society of Pension Professionals and Actuaries’ 401(k) Leadership Award.

His speaking engagements include:

  • “Retirement Plan Issues in a COVID-19 World,” The Association of Union Contractors, June 2020
  • “Avoiding Retirement Plans in The Courtroom,” Ohio HR-CUPA Spring Conference, April 2018
  • “The State of the 401(k) and How Your Company Can Address the Uneasy Future of Retirement Income,” New England Employee Benefits Council, July 2017
  • “Innovative Defined Contribution Plan Design,” 71st Annual Council on Employee Benefits Conference, April 2017
  • “DC Plan/Annuity Trends & Challenges,” Associated General Contractors of America Construction (AGC) HR & Training Professionals Conference, October 2016
  • “A Primer on the Final DOL Fiduciary and Related Regulations," New England Benefits Council Monthly Meeting, May 2016
  • “How Do You Define ‘Success’ for Your Retirement Plan?” Plan Sponsor Council of America (PSCA) 68th Annual Conference, October 2015
  • “Avoiding Fiduciary Follies in Your 401(k) Plan: Considering the Risks and How to Mitigate Them,” New England Employee Benefits Council Benefits Club, September 2015
  • “To the Core of the Matter: DC Best Practices and Industry Trends,” Pension Group East, May 2015
  • “Improve Workforce Retirement Readiness with Behavioral Economics Techniques,” HR Leadership Forum (HRLF) Program, April 2015

Contact Richard

The information you provide will not be shared with anyone outside Segal.

Leadership

Richard Reed

Vice President, Defined Contribution Practice Director

Contact Richard

The information you provide will not be shared with anyone outside Segal.

Mr. Reed is a Vice President and Defined Contribution Practice Director in the firm’s Boston office, with over 30 years of experience. He has extensive expertise in the management of retirement plans, specializing in strategic guidance, plan design, compliance, plan mergers, investments, plan administration, governance and communications. Mr. Reed has worked with many corporate, Taft-Hartley and not-for-profit clients including healthcare, colleges and university institutions, on all aspects of retirement programs and has specialized experience in defined contribution plans.

Prior to joining the firm, Mr. Reed served as Managing Director of Retirement Services for an employee benefits consulting firm in Boston where he worked as a registered investment advisor providing technical and investment consulting services for defined contribution plans. Prior to that, he worked as a Senior Account Executive for a major asset management firm where he consulted with clients on their 401(k), 403(b), defined benefit and other retirement programs.

Mr. Reed received his BBA in Finance at the University of Texas and his MBA in Marketing at the University of Massachusetts. He has achieved the Accredited Investment Fiduciary (AIF) and Certified Employee Benefits Specialist (CEBS) designations. He has served on numerous provider financial advisory councils, roundtables and industry groups and has been recognized for his retirement plan expertise.

Mr. Reed is frequently interviewed for various industry periodicals on topics including retirement plan design, fiduciary best practices, vendor and advisor searches and investment solutions. Mr. Reed was recognized by Institutional Investor News as one of the “20 Rising Stars of Retirement Plan Advisors” in 2008 and in 2013 he was a semi-finalist for the American Society of Pension Professionals and Actuaries’ 401(k) Leadership Award.

His speaking engagements include:

  • “Retirement Plan Issues in a COVID-19 World,” The Association of Union Contractors, June 2020
  • “Avoiding Retirement Plans in The Courtroom,” Ohio HR-CUPA Spring Conference, April 2018
  • “The State of the 401(k) and How Your Company Can Address the Uneasy Future of Retirement Income,” New England Employee Benefits Council, July 2017
  • “Innovative Defined Contribution Plan Design,” 71st Annual Council on Employee Benefits Conference, April 2017
  • “DC Plan/Annuity Trends & Challenges,” Associated General Contractors of America Construction (AGC) HR & Training Professionals Conference, October 2016
  • “A Primer on the Final DOL Fiduciary and Related Regulations," New England Benefits Council Monthly Meeting, May 2016
  • “How Do You Define ‘Success’ for Your Retirement Plan?” Plan Sponsor Council of America (PSCA) 68th Annual Conference, October 2015
  • “Avoiding Fiduciary Follies in Your 401(k) Plan: Considering the Risks and How to Mitigate Them,” New England Employee Benefits Council Benefits Club, September 2015
  • “To the Core of the Matter: DC Best Practices and Industry Trends,” Pension Group East, May 2015
  • “Improve Workforce Retirement Readiness with Behavioral Economics Techniques,” HR Leadership Forum (HRLF) Program, April 2015

Leadership

Richard Reed

Vice President, Defined Contribution Practice Director

Contact Richard

The information you provide will not be shared with anyone outside Segal.

Mr. Reed is a Vice President and Defined Contribution Practice Director in the firm’s Boston office, with over 30 years of experience. He has extensive expertise in the management of retirement plans, specializing in strategic guidance, plan design, compliance, plan mergers, investments, plan administration, governance and communications. Mr. Reed has worked with many corporate, Taft-Hartley and not-for-profit clients including healthcare, colleges and university institutions, on all aspects of retirement programs and has specialized experience in defined contribution plans.

Prior to joining the firm, Mr. Reed served as Managing Director of Retirement Services for an employee benefits consulting firm in Boston where he worked as a registered investment advisor providing technical and investment consulting services for defined contribution plans. Prior to that, he worked as a Senior Account Executive for a major asset management firm where he consulted with clients on their 401(k), 403(b), defined benefit and other retirement programs.

Mr. Reed received his BBA in Finance at the University of Texas and his MBA in Marketing at the University of Massachusetts. He has achieved the Accredited Investment Fiduciary (AIF) and Certified Employee Benefits Specialist (CEBS) designations. He has served on numerous provider financial advisory councils, roundtables and industry groups and has been recognized for his retirement plan expertise.

Mr. Reed is frequently interviewed for various industry periodicals on topics including retirement plan design, fiduciary best practices, vendor and advisor searches and investment solutions. Mr. Reed was recognized by Institutional Investor News as one of the “20 Rising Stars of Retirement Plan Advisors” in 2008 and in 2013 he was a semi-finalist for the American Society of Pension Professionals and Actuaries’ 401(k) Leadership Award.

His speaking engagements include:

  • “Retirement Plan Issues in a COVID-19 World,” The Association of Union Contractors, June 2020
  • “Avoiding Retirement Plans in The Courtroom,” Ohio HR-CUPA Spring Conference, April 2018
  • “The State of the 401(k) and How Your Company Can Address the Uneasy Future of Retirement Income,” New England Employee Benefits Council, July 2017
  • “Innovative Defined Contribution Plan Design,” 71st Annual Council on Employee Benefits Conference, April 2017
  • “DC Plan/Annuity Trends & Challenges,” Associated General Contractors of America Construction (AGC) HR & Training Professionals Conference, October 2016
  • “A Primer on the Final DOL Fiduciary and Related Regulations," New England Benefits Council Monthly Meeting, May 2016
  • “How Do You Define ‘Success’ for Your Retirement Plan?” Plan Sponsor Council of America (PSCA) 68th Annual Conference, October 2015
  • “Avoiding Fiduciary Follies in Your 401(k) Plan: Considering the Risks and How to Mitigate Them,” New England Employee Benefits Council Benefits Club, September 2015
  • “To the Core of the Matter: DC Best Practices and Industry Trends,” Pension Group East, May 2015
  • “Improve Workforce Retirement Readiness with Behavioral Economics Techniques,” HR Leadership Forum (HRLF) Program, April 2015

Leadership

Richard Reed

Vice President, Defined Contribution Practice Director

Contact Richard

The information you provide will not be shared with anyone outside Segal.

Mr. Reed is a Vice President and Defined Contribution Practice Director in the firm’s Boston office, with over 30 years of experience. He has extensive expertise in the management of retirement plans, specializing in strategic guidance, plan design, compliance, plan mergers, investments, plan administration, governance and communications. Mr. Reed has worked with many corporate, Taft-Hartley and not-for-profit clients including healthcare, colleges and university institutions, on all aspects of retirement programs and has specialized experience in defined contribution plans.

Prior to joining the firm, Mr. Reed served as Managing Director of Retirement Services for an employee benefits consulting firm in Boston where he worked as a registered investment advisor providing technical and investment consulting services for defined contribution plans. Prior to that, he worked as a Senior Account Executive for a major asset management firm where he consulted with clients on their 401(k), 403(b), defined benefit and other retirement programs.

Mr. Reed received his BBA in Finance at the University of Texas and his MBA in Marketing at the University of Massachusetts. He has achieved the Accredited Investment Fiduciary (AIF) and Certified Employee Benefits Specialist (CEBS) designations. He has served on numerous provider financial advisory councils, roundtables and industry groups and has been recognized for his retirement plan expertise.

Mr. Reed is frequently interviewed for various industry periodicals on topics including retirement plan design, fiduciary best practices, vendor and advisor searches and investment solutions. Mr. Reed was recognized by Institutional Investor News as one of the “20 Rising Stars of Retirement Plan Advisors” in 2008 and in 2013 he was a semi-finalist for the American Society of Pension Professionals and Actuaries’ 401(k) Leadership Award.

His speaking engagements include:

  • “Retirement Plan Issues in a COVID-19 World,” The Association of Union Contractors, June 2020
  • “Avoiding Retirement Plans in The Courtroom,” Ohio HR-CUPA Spring Conference, April 2018
  • “The State of the 401(k) and How Your Company Can Address the Uneasy Future of Retirement Income,” New England Employee Benefits Council, July 2017
  • “Innovative Defined Contribution Plan Design,” 71st Annual Council on Employee Benefits Conference, April 2017
  • “DC Plan/Annuity Trends & Challenges,” Associated General Contractors of America Construction (AGC) HR & Training Professionals Conference, October 2016
  • “A Primer on the Final DOL Fiduciary and Related Regulations," New England Benefits Council Monthly Meeting, May 2016
  • “How Do You Define ‘Success’ for Your Retirement Plan?” Plan Sponsor Council of America (PSCA) 68th Annual Conference, October 2015
  • “Avoiding Fiduciary Follies in Your 401(k) Plan: Considering the Risks and How to Mitigate Them,” New England Employee Benefits Council Benefits Club, September 2015
  • “To the Core of the Matter: DC Best Practices and Industry Trends,” Pension Group East, May 2015
  • “Improve Workforce Retirement Readiness with Behavioral Economics Techniques,” HR Leadership Forum (HRLF) Program, April 2015