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

  • Frequent speaker at industry events on subjects such as defined contribution fiduciary practices, the role of technology in benefits consulting, and benefits trends

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