Advisory Firm to Address Small, Mid-Size Plan Needs

The consulting and investment advisory firm looks to fill a void in the small and mid-size retirement plan market by providing investment advisory services for defined benefit plans with AUM (assets under management) up to $250 million. Marathon RPC will provide risk management and investment advisory services to foundations, endowments and retirement plans, such as 401(k), 403(b), defined benefit and deferred compensation programs.

Marathon RPC will be headed by Aaron Spelker, most recently an institutional portfolio adviser with MetLife’s Investment Strategies & Solutions group, where he managed a portfolio of defined benefit plans in excess of $500 million.

“Small and mid-size defined benefit plans are often underserved and overcharged by large investment consultants. These plans need and deserve world-class representation when it comes to protecting the retirement future of their employees,” said Spelker. “Marathon RPC’s experienced team has advised more than $500 million in plan assets from companies across the country.”

Spelker added, “Participants in these smaller plans deserve the same long-term security as someone in a larger retirement plan. Marathon RPC’s clients will benefit from the expertise and industry knowledge of investment professionals specifically dedicated to servicing the needs of small and mid-size retirement plans.”

More information about the firm can be found at http://www.MarathonRPC.com.