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Managing Corporate Retirement Programs - Investment consultants

  • 19 Apr 2017
  • 11:30 - 13:00 (PDT)
  • Multnomah Athletic Club, 1849 SW Salmon St, Portland, OR 97205

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Managing Corporate Retirement Programs

Chapter 1

What the heck is an Investment Consultant and why do I need one?

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Ned Taylor is a senior consultant for the Hyas Group and is responsible for developing and managing institutional client relationships. With more than 18 years of experience in the investment services industry, he offers these clients a rich perspective on retirement plan design, plan administration and recordkeeping, participant education, compliance testing and government reporting, and investment advisory support. Prior to joining the Hyas Group, Mr. Taylor worked at The Standard for more than a decade. As a relationship manager for Standard Retirement Services, he worked with retirement plan committees on customized advisory solutions, recordkeeping, as well as employee services, including participant education and communications. Prior to that, he worked at Columbia Funds.

Mr. Taylor earned a Bachelor of Arts in history and religion from Willamette University. He is a FINRA Series 65 holder and a former FINRA Series 6 and 63 license holder.

Copyright 2017 - AFP of Oregon and SW Washington

AFP of Oregon and SW Washington
PO Box 54
Portland, OR 97207-0054

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