According to a press release, Richard “Dick” B. Fellows, Jr, JD, LLM has joins ERISA Fiduciary Advisors, Inc as the NE Managing Director responsible for Sales and Consulting to plan sponsors in the Boston area.
ERISA Fiduciary Advisors, Inc. (EFA) is an independent, fee-based, Investment Advisory and Retirement Consulting Firm “focused on corporate retirement plans providing unbiased investment advice, fiduciary risk management and retirement plan consulting to the midsize retirement plan market of $5 million to $250 million in assets under management,” according to the firm, which has offices in Florida, Massachusetts and plans to expand into Ohio. .
According to the announcement, Fellows has made his career “building the Investment & Retirement Planning Divisions’” of several well-known retirement industry firms, including Fidelity, First Mercantile Trust, Loomis-Sayles and Mercer.
“Dick is an excellent addition to our team; he has the knowledge and technical background to be a real resource for us and the clients he will serve. We couldn’t be more excited to have an industry veteran of his caliber on the team” says President and Founder, Thomas B. Bastin in announcing the move.
ERISA Fiduciary Advisors, Inc. specializes in the implementation of a complete fiduciary management process with up to 27 identifiable practices, according to the firm. It offers two fiduciary advisor options that include an Investment Advisor agreement and a higher level; Investment Manager agreement designed to transfer investment risks away from the plan fiduciaries.
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