Our Team of Consultants


Jeffrey A. Levy

Managing Partner

Jeff Levy is responsible for the development and implementation of strategic initiatives and account management for our retirement plan business. This includes defined contribution and defined benefit programs, post-employment benefit obligations, asset liability management, and fiduciary oversight.

Jeff has more than 25 years of experience in strategic consulting, plan design and administrative services for all types of retirement plans. His key areas of expertise include defined contribution plan services, 403(b), 401(k), non-ERISA plans, defined benefit and actuarial services, and post-employment benefit obligations. He received his bachelor's degree from the State University of New York at Buffalo.

Professional Designations

  • Member of the American Academy of Actuaries (MAAA)
  • Enrolled Actuary (EA)

Presentations and Publications


Check the background of this investment professional on FINRA's BrokerCheck.