Jeffrey Hale

• Responsible for $250M in corporate and public pension plans • Build relationships to position the firm as provider of choice for additional product and services • Coordinate delivery of all services • Delivered investment reviews and actuarial valuations • Consult on plan design and compliance issues • Manage fee agreements for existing and new services • Develop and maintain Executive level contacts to become their provider of information and resources for retirement

• Provide global account leadership for $1.2B • Centralize accountability for retirement plan clients and acts as a client advocate within all areas of the firm • Familiar with all types of retirement plans: 401(k), 403(b), Money Purchase Pension, Defined Benefit, and Nonqualified Plans • Responsible for facilitating and coordinating the delivery of all services including record keeping, communication, consulting, and investments • Proactively address client trends and issues and client profitability

• Management and service maintenance for the small market 401(k) plans • Liaison between TPA and clients to resolve service, compliance and technical issues • Conduct on-site investment education meetings for employees • Plan and communicate out investment reviews for retirement committees • Evaluate current client relationships for cross-selling opportunities •Coordinate marketing and sales activities

• Prospect for new clients • Provide analysis of clients’ portfolios making appropriate investment advise • Execute trades for stocks, bonds and mutual funds. • Meet one on one with existing clients to discuss their portfolios • Conduct seminars to attract new clients