Verified recordFinancial Services

Matthew Nault

Vice President - Dcio at Harbor Capital Advisors, Inc

Based in Newburyport, United States

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Seniority

Other

Department

Other

Location

Newburyport

Industry

Financial Services

Company size

278

Contact information

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Email

1 credit

m•••••••@harborcapital.com

Phone

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Background

About Matthew Nault

Passionate problem solver and innovative thinker who pursues solutions for our Retirement Plan Sponsor clients and their employees. Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities- Responsible for the strategic direction, business development and relationship management for MMA Retirement Services- Manage client's fiduciary liabilities, vendor relationships and employee education- Provide on-going/customized advisory service and support; problem resolution, plan design review, investment strategy, education, regulatory and legislative updates, etc- Develop Committee Charters, Investment Policy Statements and Education Policy Statements- Analyze and benchmark investments, services and fees- Perform comprehensive assessments of Retirement plans including design features, service providers, costs, investment performance, compliance and participant behavior, etc- Assimilate industry and competitor benchmarking data and analyze plan design in order to develop objective recommendations that best fit client’s objectives- Engage in RFP activities to effectively plan, assess and make recommendations, including provider selection, investment strategy & development, plan conversion- Provide on-going/customized advisory service and support; problem resolution, plan design review, investment strategy, education, regulatory and legislative updates, etc- Act as liaison between client and retirement plan service providers to achieve optimal results.

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