FIA Opens Boston Office

January 27, 2012 (PLANSPONSOR.com) - Fiduciary Investment Advisors opened a Boston office at 112 Water St. 

Vincent Smith will be the first consultant based in the Boston office. Smith has more than a decade of experience providing investment advisory services to retirement plans. His focus is on providing services to defined contribution retirement plan clients in both the corporate and tax-exempt markets. Before joining FIA in July of 2011, Smith was a senior member of the consulting teams at Longfellow Advisors and Cammack LaRhette Consulting.

Smith has experience providing consulting services on the investment due diligence process and completing comprehensive market review and benchmarking projects. His clients include hospitals, higher education institutions and other corporate plan sponsors.

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“We feel a presence in New England’s financial center makes sense to better service our existing clients in that area, as well as to have an office to help recruit talented advisers and analysts to FIA,” said Mark Wetzel, FIA president. 

 

Cohen & Grigsby Appoints Director of ERISA and Employee Benefits Group

January 27, 2012 (PLANSPONSOR.com) - Cohen & Grigsby, a business law firm, appointed Martha Jo ("Marty") Wagner as a director in the firm's ERISA and Employee Benefits and ERISA Litigation Groups.
 

Cohen & Grigsby has headquarters in Pittsburgh, Pennsylvania, and an office in Bonita Springs, Florida.

Prior to joining Cohen & Grigsby, Wagner was a partner in the Washington, D.C., office of Venable LLP where she led teams of company personnel, lawyers and consultants that: assessed the risks of reducing retiree health benefits for a client with more than 100 retiree health plans and hundreds of millions of dollars in long-term liabilities; created a disciplined, systematic and automated health contract review process for a client with more than 300 benefit designs and more than 65 healthcare vendors; and designed and implemented more than a half dozen voluntary and involuntary severance programs offered simultaneously to almost 10,000 employees.

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She is a Fellow of the American College of Employee Benefits Counsel, serves as a frequent speaker on diverse benefit topics and is the past management co-chair of the American Bar Association Section of Labor and Employment Law Employee Benefits Committee.

Wagner received her JD from the Georgetown University Law Center. She also holds a BA degree from the University of Maryland. 

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