Consultant relations

We recognize the essential role of consultants in the retirement and benefit plan industry and look forward to serving as your business resource.


Commitment, innovation and insight

We leverage our experience, insights and human interaction to drive the innovations that enhance our solutions. And we keep our clients abreast of policy and industry trend changes and what they may mean to their business and employees. All of this enables clients to lean on us so they can focus on their business and their people.


You can learn more about the solutions and services we offer below:



A dedicated consultant relations team

Whether you're gathering information or conducting a search, we're ready to help you find the solutions in the best interest of your clients. Contact us for RFP support or to schedule a meeting.


Bryan Spencer

Consultant Relations — West

619 699 3993

Michael Keady

Consultant Relations — East

617 434 0684

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Connect with a team member today.

Learn more about our retirement benefit options.