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FinancialAward (1)

Pictured from left to right: Jennifer Sahady, Marsh McLennan; Troy LePage, HAI Group; Eric Henon, Retirement Advisor Council; James Mullen, HAI Group. 

East Windsor, CT – The Retirement Advisor Council is pleased to announce two retirement plan sponsors and their respective retirement plan partners as honorees of its Financial Wellness Awards.

The awards ceremony is part of the Retirement Advisor Council’s 2024 Annual Planning Meeting in San Mateo, California. The winners distinguished themselves through their commitment to a culture of financial wellness throughout their organizations encouraging their employees to make healthy financial decisions for themselves and their families.

The winners are:

HAI Group of Cheshire, Connecticut. They are a client of Marsh McLennan Agency and Fidelity Investments. Accepting the award on behalf of HAI Group are Troy G. LePage, CPA, chief operating officer and executive vice president, and James Mullen, SHRM-SCP, director of Human Resources. “HAI Group is proud to offer competitive benefits that meet the diverse needs of our employees and their families,” said LePage. “We’re especially proud of our financial wellness program, which benefits everyone in our organization, no matter what stage of their career they’re in. We’re grateful to Marsh McLennan Agency and their team of financial consultants, who have helped our employees build an emergency savings fund, pay off debt, and better plan for their retirement. We are humbled that MMA nominated us for a Financial Wellness Award and thrilled to be recognized by the Retirement Advisor Council alongside BFW/Marcum Engineering.”

BFW/Marcum Engineering of Paducah, Kentucky. They are a client of Fidelity Investments and use Ramsey SmartDollar to support the financial wellness program. Accepting the award on behalf of BFW/Marcum Engineering is David Belt, CPA, Chief Financial Officer. ‘I’m honored to accept the Financial Wellness Excellence Award on behalf of the BFW / Marcum team. Our financial wellness objective is to enable our team members to become retirement-ready while reducing financial stress in their lives by empowering them with information and professional advisors.  This recognition is a testament to our team members' dedication to take charge of their finances and become retirement ready.’ – David Belt

About BFW/Marcum Engineering

The BFW | Marcum family of companies is committed to providing multi-disciplined, full-service engineering excellence through planning, design, and construction observation phase services for Civil, Structural, Transportation, Mechanical and Electrical projects of diverse complexities. This is accomplished by providing the best client experience by empowering our team of committed passionate professionals to deliver creative, forward-thinking solutions to the engineering challenges faced by our clients.

Learn more about www.bfwengineers.com

About HAI Group

HAI Group provides property and liability insurance to public and affordable housing organizations nationwide. Founded by a group of housing organizations nearly 40 years ago, and still governed by them today, the organization is proud to serve the multifamily affordable housing market exclusively. Besides insurance, we offer risk management training and consulting, as well as housing-focused online training and certifications. HAI Group is based in Cheshire, Connecticut.

Learn more about HAI Group at www.haigroup.com

About the Retirement Advisor Council

Formed in 2009, the Retirement Advisor Council is a national organization that advocates for successful qualified plan and participant retirement outcomes through the collaborative efforts of experienced, qualified retirement plan advisors, investment managers and defined contribution plan service providers. To advance its mission, the Council undertakes initiatives in the areas of research, public relations and promotion, general public education, regulatory positions, and practice management. The Council accomplishes this mission by:

  • Identifying duties, responsibilities, and attributes of the Professional Retirement Plan Advisor.
  • Sharing professional standards with plan sponsors who are responsible for the success of their plans.
  • Providing collective thought capital to decision makers, product providers, legislators, and the public.
  • Giving voice to the retirement plan advisor community
  • Offering tools to evaluate advisors to ensure the quality of services provided.

Retirement Advisor Council is a brand of EACH Enterprise, LLC. Retirement Advisor Council and EACH Enterprise are not affiliated with Fidelity Investments.

Learn more about the Retirement Advisor Council at retirementadvisor.us

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HAI Group® is a marketing name used to refer to insurers, a producer, and related service providers affiliated through a common mission, management, and governance. Property-casualty insurance and related services are written or provided by Housing Authority Risk Retention Group, Inc.; Housing Authority Property Insurance, A Mutual Company; Housing Enterprise Insurance Company, Inc.; Housing Specialty Insurance Company, Inc.; Innovative Housing Insurance Company, Inc.; Housing Investment Group, Inc.; and Housing Insurance Services, Inc. (DBA Housing Insurance Agency Services, Inc. in NY and MI). Members of HAI Group provide commercial property and casualty insurance to affordable housing organizations, public housing authorities, and related entities. Not all products are available in all states. Coverage is subject to the terms of the policies actually issued. A risk retention group or surplus lines insurer may provide certain coverages. Risk retention groups and surplus lines insurers do not participate in state guaranty funds, and insureds are therefore not protected by such funds if insured by such entities. For a complete list of companies in the HAI Group family, visit www.housingcenter.com.

HAI Group® | 189 Commerce Court, Cheshire, CT 06410 | Includes copyrighted information from a company under the HAI Group® family, with its permission.