National Practice Leader Benefits & HR Consulting
Rich has more than 30 years of experience in executive benefits and retention across multiple industries. With a background in investment advisory services and employee benefits, he brings a unique perspective to executive compensation and succession planning. Rich leads a team whose expertise includes the tax code as it relates to highly compensated individuals, and how to leverage tax-advantaged plans to mitigate program costs and reputation risk. Together they service benefit programs at all stages of development, from design and implementation to ongoing administration, to ensure that clients receive the highest level of service.
Senior Vice President Benefits & HR Consulting
Tom Telford has nearly twenty years of experience in institutional financial services, with specialized experience in executive benefit plans, incentive compensation, and institutional investment management. He consults with non-profit executives and boards on matters ranging from recruiting and retention for key leadership to asset portfolio management and regulatory compliance. He manages a national consultant team, ensuring plan designs meet the highest level of safety and soundness as well as federal and state guidelines. Tom is a national speaker at credit union industry events. His licensing accreditation includes life and health insurance as well as securities license Series 6, 63, and 65.