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For information about hot topics, or to set up an interview with a Segal Advisors expert, reporters should click here to visit Segal's Press Room. (The Segal Company is the benefits consulting affiliate of Segal Advisors.)

Segal Advisors News

For information about hot topics, or to set up an interview with a Segal Advisors expert, reporters should click here to visit Segal's Press Room. (The Segal Company is the benefits consulting affiliate of Segal Advisors.)


SEGAL ADVISORS PROMOTES NEW VICE PRESIDENT
July 23, 2008

John DeMairo, COO of Segal Advisors, has announced that Rafik Ghazarian has been promoted to Vice President. Click here to see the press release.


SEGAL ADVISORS EXPANDS CONSULTING STAFF
March 12, 2008

John DeMairo, COO of Segal Advisors, has announced the continued expansion of Segal Advisors’ consulting staff, with Thomas Pavlik joining the firm’s Boston office and Jeff Snyder joining the New York office. Click here to see the press release.


RAUB JOINS SEGAL ADVISORS AS NEW VICE PRESIDENT
February 8, 2008

John DeMairo, COO of Segal Advisors, has announced that Michael S. Raub joined Segal Advisors as Vice President and Senior Consultant. Click here to see the press release.


Segal and Segal Advisors Experts Published in Financial Executive
January 14, 2008

An article by Daniel F. Westerheide, Segal Asset Liability Modeling (ALM) Practice Leader, and John DeMairo, COO of Segal Advisors Inc., titled "Liability-Driven Investing: Adding Investment Return, Lowering Risk" appears in the January/February 2008 issue of Financial Executive. This article addresses the rise of liability-driven investing among pension plan sponsors.

Read "Liability-Driven Investing: Adding Investment Return, Lowering Risk"


Robert Liberto Reappointed to Investment Policy Committee of NAGDCA
December 20, 2006

Segal Advisors is pleased to announce that Robert Liberto, Senior Vice President, has been reappointed to the Investment Policy Committee of the National Association of Government Defined Contribution Administrators (NAGDCA) for 2007. A non-profit organization comprised of sponsors and administrators of deferred compensation plans for government employees, NAGDCA also includes participants from private entities that serve the deferred compensation/retirement services industry.


SEGAL ADVISORS, INC. HIRES NEW VICE PRESIDENT IN CLEVELAND
October 11, 2006

John DeMairo, Chief Operating Officer of Segal Advisors, Inc., has announced that Brett Hazen joined the Cleveland office as a Vice President and Consultant. Click here to see the press release.


Robert Liberto Appointed to Investment Policy Committee of NAGDCA
February 3, 2006

Segal Advisors is pleased to announce that Robert Liberto, Vice President, has been appointed to the 2005 Investment Policy Committee of the National Association of Government Defined Contribution Administrators (NAGDCA). A non-profit organization comprised of sponsors and administrators of deferred compensation plans for government employees, NAGDCA also includes participants from private entities that serve the deferred compensation/retirement services industry.


STATEMENT ABOUT...
SEC Report on the Pension Consulting Industry

May 17, 2005

In late 2003, Segal Advisors, as one of the leading firms in the pension consulting industry, received a letter from the Securities and Exchange Commission stating that the SEC "is examining the practices, compensation arrangements and disclosures of consultants that provide services to sponsors of defined benefit and defined contribution pension plans or other market participants." Segal Advisors fully cooperated with the SEC.

On May 16, 2005, the SEC released its report ("Staff Report Concerning Examinations of Select Pension Consultants") on the pension consulting industry. John DeMairo, COO of Segal Advisors, commented, "We laud the report and agree with the recommendations made, which raise the bar for many in this industry. Unlike many of the other pension consulting firms that the SEC examined, Segal Advisors provides no services to money managers or mutual funds and receives no compensation from them. In addition, we have no broker dealer affiliations. Segal Advisors only accepts payment directly from clients. In fact, since its founding in 1969, Segal Advisors has never accepted any form of soft dollar payment. This is a clear and accepted policy and no deviation is permitted."


SEGAL ADVISORS ACHIEVES TOP RANKING

Segal Advisors has been ranked among the top investment consulting firms by Nelson Information’s 2004 Annual Report of Pension Fund Consultants. Segal Advisors consistently gained high placement in rankings, including:

  • Union/Taft-Hartley: 1st Place
  • Public/Government: 4th Place
  • Ranking based on number of clients: 5th Place

 

This page was updated on July 23, 2008.

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