Rick 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. Rick 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, Rick 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.
Rick 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.
Rick 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:
Rick 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. Rick 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, Rick 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.
Rick 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.
Rick 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:
Rick 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. Rick 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, Rick 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.
Rick 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.
Rick 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:
Rick 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. Rick 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, Rick 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.
Rick 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.
Rick 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:
Rick 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. Rick 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, Rick 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.
Rick 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.
Rick 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:
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