Industry Veteran Joins ERISA Fiduciary Advisors
FORT LAUDERDALE, FL, January 5, 2010 -- Richard "Dick" B. Fellows, Jr, JD, LLM joins ERISA Fiduciary Advisors, Inc as the NE Managing Director responsible for Sales and Consulting to plan sponsors in the Boston, MA 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.
"Our goal is to bring independent investment advice and fundamentally sound processes to ongoing plan management" explains Dick Fellows, NE Regional Director and a Senior Plan Consultant/Advisor for the registered investment advisory firm with offices in Florida, Massachusetts and plans to expand into Ohio.
Mr. Fellows has made his career building the investment and retirement planning divisions' of some of the most respected qualified Retirement planning companies in the industry today. His prior experience includes working with firms such as 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, JD, LLM, AIF, CEBS.
About ERISA Fiduciary Advisors
ERISA Fiduciary Advisors, Inc. was founded with the basic understanding that plan sponsors have significant fiduciary liability when sponsoring qualified retirement plans. This liability is personal in nature, cannot be eliminated, and can only be reduced through proper plan management. EFA specializes in the implementation of a complete fiduciary management process with up to 27 identifiable practices. The company 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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