WGA’s Swails named to Principal Financial’s Retirement Plan Advisor Council
Press for Immediate Release
BOSTON, MASSACHUSETTS, November 24, 2014 – William Gallagher Associates (“WGA”) announces that Robert Swails, Vice President in the Employee Benefits Group, has been appointed to serve on The Principal Financial Group’s Retirement Plan Advisor Council. Members of the council are considered leaders and experts in the retirement plan marketplace and are selected to provide input to the organization on key trends and regulatory issues impacting financial professionals and their clients.
As a Qualified Retirement Plan expert, Mr. Swails assists WGA clients through plan implementation by guiding the plan design process to meet the needs of individual clients, while establishing a fund offering that covers all appropriate asset classes and helps to ensure diversification. With over 35 years of industry experience, Mr. Swails is a Registered Investment Advisor and has also earned several industry designations and licenses.
“Rob is a leader and expert in the retirement plan marketplace,” said Anita Verheul, Executive Vice President at WGA and Co-Leader of the Employee Benefits Group. “His extensive knowledge and industry experience bring great value to WGA and will surely do the same for the advisory council.”
The Principal Financial Group is a nationally recognized investment management firm and a provider of 401k retirement plans, mutual funds, and insurance.
WGA is a leading provider of insurance brokerage, risk management and employee benefit services to companies with complex risks and dynamic needs, within industries that include life sciences, technology, financial risks, healthcare, energy, clean tech and environmental services. The firm was founded in 1983 and is one of the country’s leading independent brokerage firms, with offices in Boston, MA; New York, NY; Hartford, CT; Princeton, NJ Columbia, MD; and Atlanta, GA. Visit WGA’s website www.WGAins.com or the WGAInsureBlog http://blog.wgains.com/.
For further information, please contact:
William Gallagher Associates
470 Atlantic Avenue, Boston, MA 02210
main: (617) 261-6700