NFP (An AON Company)- Our 3(38) Investment Advisor
A nationally recognized leader in institutional retirement planning, NFP provides plan consulting and fiduciary services to clients across the US including K-12 and College Multiple Employer Plans and individual independent school plans. Its combined plan assets exceed $191 billion.
NFP serves as an ERISA 3(38) Investment Manager for the Independent School Collaborative MEP. The NFP Investment Team has oversight of the MEP Investment Menu and provides benchmarking, quarterly, investment reviews, and over all management support. In addition, NFP provides ongoing plan education, investment advice tools and online resources and professional management of individual participant accounts.
Contacts:
Zach Hull, AIF, CPFA Amaka Farmer
Senior Vice President, Retirement Vice President, Retirement
P: 704.502.5014 P: 336.202.1443