Segal Advisors in the News

Segal Advisors consultants are frequently asked to share their expertise with the media. The following is a list of selected media stories in which our firm was cited.

Fall 2011

November 30, 2011, SHRM.org, “Risk-Management Q&A’s for HR Professionals Who Oversee Pension Plans.” In their article, senior vice president and national retirement practice leader Stewart Lawrence, New York, and Segal Advisors consultant Tirthraj Singh, New York, discuss ways to mitigate risk of defined benefit plans.

November 28, 2011, Pensions & Investments, “2011 Investment Consultants.” Segal Advisors is listed in this directory. Segal Advisors is also ranked among the top firms for “Consultants Ranked by Worldwide Institutional Advisory Assets,”  by “Total Advisory Assets.” and by “U.S. Institutional, Tax-Exempt Advisory Assets.”

November 2011, Workspan, “The Dynamic Asset Allocation Strategy.” In their article, senior vice president and national retirement practice leader Stewart Lawrence, New York, and Segal Advisors consultant Tirthraj Singh, New York, discuss ways to mitigate risk of defined benefit plans.

October 2, 2011, The Arizona Republic, “Stocks Plunge for 5th Month.” Segal Advisors September 2011 Research Note, “Whither Bond Yields? “excerpted and linked.

September 2011, GFOA Treasury Management Newsletter, “Wither Bond Yields?” In his article, reprinted from the September 2011 Research Note, Glenn Ezard, Segal Advisors senior consultant, Los Angeles, discusses bond yields.

Spring/Summer 2011

July 21, 2011, PlanAdviser.com, “Segal Offers Suggestions on Inflation Protection.” July 21, 2011 issue of Segal Advisory, “A Portfolio Approach to Inflation Protection, ”is excerpted and linked. 

July 14, 2011, PlanSponsor.com, “Pension Funding Ticks Down in Q2.” Sibson and Segal Advisors’ Second Quarter 2011 Prism is excerpted and linked.

May 2, 2011, Pensions & Investments, “Institutions Thinking Active But Acting Passive.” Glenn Ezard, Segal Advisors senior consultant, Los Angeles, quoted on ways to manage investment allocations.

May 2011, Financial Executive, “De-Risking Through Dynamic Asset Allocation.” In their article, senior vice president and Segal’s national retirement practice leader Stewart Lawrence, New York, and Segal Advisors consultant Tirthraj Singh, New York, discuss ways to mitigate risk of defined benefit plans. 

Second Quarter 2011, The SPARK Journal, “Participant Fee Disclosure – A Consultant’s Perspective.” In this cover article, Segal Advisors senior vice president, Robert Liberto, New York, discusses fee disclosure.

Spring 2011

May 2, 2011, Pensions & Investments, “Institutions Thinking Active But Acting Passive.” Glenn Ezard, Segal Advisors senior consultant, Los Angeles, quoted on ways to manage investment allocations.

May 2011, Financial Executive, “De-Risking Through Dynamic Asset Allocation.” In their article, senior vice president and Segal’s national retirement practice leader Stewart Lawrence, New York, and Segal Advisors consultant Tirthraj Singh, New York, discuss ways to mitigate risk of defined benefit plans. 

Second Quarter 2011, The SPARK Journal, “Participant Fee Disclosure – A Consultant’s Perspective.” In this cover article, Segal Advisors senior vice president, Robert Liberto, New York, discusses fee disclosure.

Winter/Spring 2011

March 2011, Euromoney Institutional Investors LLC, "Premixed Accounts: Target Date Fund vs. Managed Account." Segal Advisors consultant Jeffrey Snyder quoted on defined contribution plans.

February 3-9, 2011, Business Insurance, Investment Management Weekly, Canada.com, Plansponsor.com, The Albany 10, Yahoo! Finance, BusinessWire, Insurance News, Earthtimes.org, PR-Inside.com, Finanznachricten.de, "Comings & Goings." Promotion of Daniel F. Westerheide as Segal Advisors' new asset/liability practice leader.

January 19, 2011, SHRM.org, "Common Investment Committee Mistakes and Solutions." In their article, Sibson senior vice president Robert McAree and Segal Advisors consultant Jeffrey Snyder discuss retirement committees.                                                                          

Fall 2010

December 15, 2010, Plansponsor.com NewsDash, “‘Excessive’ Forces.” Sibson vice president John Kent Graham, Princeton, and Segal Advisors consultant Jeffrey Snyder, New York quoted on current issues related to defined contribution plan regulations.

November 23, 2010, Institutional Investor, “Delaying Pension Investment Decisions Can Be Costly.” Vice president and director of research, Gino Reina, New York, quoted on defined benefit plans.

November 9, 2010, BNA, “Disclosure Rules Could Lead to Changes In How Sponsors Pay for Plan Expenses.” New York senior vice president Robert McAree and Segal Advisors consultant Jeffrey Snyder, New York, quoted on new retirement plan regulation.

November 3, 2010, Treasury and Risk, "401(k) Transparency; Preparing for New Fee Disclosure Rules." Segal Advisors senior vice president, Robert Liberto, New York, and Sibson's vice president John K. Graham, Princeton, quoted on retirement plans.

October 19, 2010, BenefitsLink.com, "Segal Advisors in Top 3: 2010 Plan Sponsor Consultant Survey." Link to survey in which Segal Advisors ranked third in "Number of DB Plan Clients" and "Number of 457 Plan Clients."

October 2010, Institutional Investor, "The Funds 401(k) Investors Love Most." Vice president and director of research, Gino Reina, New York, quoted on retirement funds.

Summer 2010

September 16, 2010, The New York Times, "A Hesitancy to Restore Those 401(k) Matches." Segal Advisors senior vice president, Robert Liberto, New York, quoted on matching contributions.

September 2010, PlanSponsor.com, "2010 Consultant Survey Top Tens." Segal Advisors ranked third in "Number of DB Plan Clients" and "Number of 457 Plan Clients."

July 28, 2010, CCH Pension, "Funded Ratio of a Model Portfolio Declines from 88% to 76% in Second Quarter." Segal Advisors' Second Quarter 2010 Prism excerpted.

July 15, 2010, BenefitsLink.com, "Changes in the Assets and Liabilities of a Model Defined Benefit Plan." Segal Advisors' Second Quarter 2010 Prism excerpted.

Spring 2010

June 2010, Institutional Investor, "Measuring the Impact of 401(k) Fee Disclosures." Segal Advisors senior vice president, Robert Liberto, New York, quoted on fee disclosure.

May 3, 2010, Investment Management Weekly, "Segal Adds Senior Staffer." Segal announcement of Michael Paolucci's hire as senior consultant, Chicago.

April 27, 2010, PlanSponsor's NewsDash, Yahoo Finance, AlphaTrade Finance, EarthTimes, Emii.com, "Buyer's Market." Segal announcement of Michael Paolucci's hire as senior consultant, Chicago.

April 14, 2010, Private Equity Insider, "Limited-Partner Consultants Specializing in Private Equity Funds." Segal Advisors listed.

April 5, 2010, Business Wire, NewsBlaze,Boston.com, Benzinga, Yahoo Finance, "Segal Advisors, Inc., Expands Presence in Texas." Segal's announcement of vice president Brett Hazen's relocation to Houston from Cleveland.