NFP Retirement Division Revenue
Financial Services • 
Aliso Viejo, California, United States • 101-200 Employees
NFP Retirement Division revenue & valuation
| Annual revenue | $9,154,385 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $29,300,000 |
| Total funding | No funding |
Key Contacts at NFP Retirement Division
David Heroux
Managing Director
Kate Holte
Director, Operational Excellence
John Nelson
Managing Director
Michael Mcguire
Director - Business Development
Michael Mcguire
Director - Business Development
Fred Pieracci
Owner
Stace A. Hilbrant
Owner
Company overview
| Headquarters | 120 Vantis, Suite 400, Aliso Viejo, CA 92656, US |
| Website | |
| NAICS | 52 |
| Keywords | Target Date Funds, 403(B), Plan Design, 401(K), Rfps, Financial Wellness, 457, Defined Benefit Plans, Fiduciary Compliance, Participant Outcomes, Employee Communication, Fee Benchmarking, Investment Due Diligence, Provider Searches, Target Date Fund Suitability, Collective Trusts, Cits, Tdfs |
| Founded | 2000 |
| Employees | 101-200 |
| Socials |
NFP Retirement Division Email Formats
NFP Retirement Division uses 5 email formats. The most common is {first initial}.{last name} (e.g., j.doe@nfp.com), used 57.7% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}.{last name} | j.doe@nfp.com | 57.7% |
{first name}.{last name} | john.doe@nfp.com | 28.2% |
{2char} | {2char}@nfp.com | 3.8% |
{first name} | john@nfp.com | 3.8% |
{first initial}{last name} | jdoe@nfp.com | 2.6% |
About NFP Retirement Division
NFP, a leading insurance broker and consultant, provides retirement consulting services that help companies and their employees reach their highest potential. Our 200+ retirement team members, including our CFA® Charterholder-led investment team, are strategic partners to clients, with resources and experience that help them anticipate the changing retirement landscape. In addition, our proprietary live-bid benchmarking approach lets us maximize our renegotiating leverage with service providers. We also help plan sponsors navigate fiduciary governance obligations in a complex legal and regulatory landscape, and position employees for financial wellness through behavior-based education and planning solutions. Every plan sponsor has unique goals and objectives. NFP Retirement’s robust service structure is built to maximize the potential of a retirement plan. Our proprietary investment analysis provides a proven, back tested, CFA led institutional approach to monitor and evaluate fund managers and investment strategies. Our proprietary B3 Provider Analysis™ utilizes live bid benchmarking based on your plan design and demographics to assist with the process of renegotiating with incumbent providers, or finding a new provider, to achieve favorable fees, services and investments. Additionally, our former practicing ERISA attorneys help plan sponsors navigate today’s ever-changing and increasingly complex legal and compliance landscape while reducing exposure to fiduciary liability. NFP Retirement consults on all retirement plan types, including 401(k), 403(b) and 457 plans, Non-Qualified Deferred Compensation plans as well as Defined Benefit plans. For more information, please visit us at nfp.com/retirement
Employees by Management Level
Total employees: 101-200
Seniority
Employees
Employees by Department
NFP Retirement Division has 47 employees across 6 departments.
Departments
Number of employees
Funding Data
NFP Retirement Division has never raised funding before.
United Kingdom
Sweden
Canada
Frequently asked questions
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