Jill Barry Shea
Vice President, Senior Retirement Plan Advisor at NFP Retirement, Inc.
- Role
- Senior Retirement Plan Consultant at NFP, an Aon company
- Location
- Irvine, CA, US
- LinkedIn followers
- 500 followers
About Jill Barry Shea
I have devoted my career to helping companies improve their overall retirement plan. Our…
Experience
Senior Retirement Plan Consultant
May 2013 — Present · Aliso Viejo, CA, US
NFP Retirement (originally 401(k) Advisors) focuses on providing independent consulting services to defined contribution plan sponsors. From plan design and communications to vendor fee benchmarkings to detailed investment monitoring and 404(c) consulting, we equip plan sponsors with the services needed to deliver a highly successful plan. Our primary value proposition focuses on two main deliverables:(1) Maintaining compliance with the DOL, IRS, and other regulatory bodies; and (2) Improving investment opportunities and potential retirement outcomes for plan participants. Headquartered in Orange County, California, NFP Retirement has been bringing value to plan sponsors and participants since Visit for more information.
Education
Scripps College
BA, International Relations
1988 — 1992
Smithsonian Associates
Certificate, World Art History
Pepperdine Graziadio Business School
Certificate in Financial Planning, Financial Planning (equities /fixed income) and Client Services (estates/business owner/individual)
The Wharton School
CEBS, Employee Benefits and Retirement
Skills
- Defined Contribution
- Employee Benefits
- Defined Benefit
- Investment Advisory
- Finance
- Vendors
- Asset Allocation
- Mutual Funds
- 401k
- Business Planning
- Retirement
- Deferred Compensation
- Pensions
- Search
- Investments
- 401(K) Retirement Savings Plans
- Retirement Planning
- Financial Services
- Series 63
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