Press Release

BFW/Marcum Engineering and HAI Group Honored With a Financial Wellness Award

Issued by Retirement Advisor Council

June 23, 2024

The Retirement Advisor Council recognized two retirement plan sponsors and their respective retirement plan partners as honorees of its Financial Wellness Awards.

Watch the ceremony and panel discussion HERE live from San Mateo, California, 10:15 AM Central Time on Wednesday June 26, and learn more about the honorees and the awards in real time.

The winners are:

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 

HAI Group of Cheshire, Connecticut. They are a client of Marsh McLennan Agency and Fidelity Investments.

The awards will be presented at 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.  Accepting the award on behalf of HAI Group are Troy G. LePage, CPA, Chief Operating Officer and James Mullen, Director, Human Resources.  “Isert quote”

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.

www.bfwengineers.com

About HAI Group

HAI Group is a member-owned insurance carrier founded by and dedicated to the public and affordable housing communities. For over three decades, HAI has delivered tailor-made solutions designed to protect assets, improve efficiency, empower employees, and move housing strategies forward. In addition to property and liability insurance, HAI Group offers management services and online professional development training. HAI Group is proud of a reputation for outstanding service and a 35-year history of helping to preserve, protect and promote the sustainability of affordable housing nationwide.

www.housingcenter.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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