SHRM_TLB_1.4.19

Cafaro Greenleaf’s Lead Advisor Named to Prominent Industry Advisory Board

Press Release from Cafaro Greenleaf

Jamie Greenleaf invited to John Hancock’s Retirement Plan Advisor Consultant Advisory Board

Cafaro Greenleaf (CG), a leading national advisory firm for corporate and public retirement plans headquartered in Red Bank, N.J., is proud to announce that lead advisor, Jamie Greenleaf, has joined the John Hancock Retirement Plans Advisor Consultant Advisory Board (ACAB).

The ACAB is a consortium of a select few of the nation’s top retirement plan advisors, that are valued and strong partners of John Hancock. The board is utilized as an intelligent sounding board to discuss industry trends and John Hancock strategic direction. Membership on this board provides advisors the opportunity to give feedback to John Hancock Retirement Plan Services Senior Management, contribute ideas, and collaborate with fellow top-tier advisors.

Having started in 1862, John Hancock Retirement Plan Services, LLC is one of the largest providers of retirement plans in the United States. Today, they operate as the U.S. unit of Manulife, a leading Canadian-based financial services group serving the financial needs of millions of customers in 22 countries and territories worldwide.

Greenleaf has been with Cafaro Greenleaf since 1993 and a principal since 1997. Throughout her career, she has provided consulting services in all areas of plan management and oversight, including plan design, fees and services benchmarking, investment management selection and monitoring, fiduciary and regulatory compliance and investment policy design. Greenleaf was named one of the Most Influential Women in Benefit Advising of 2016 by Employee Benefit Adviser (EBA), selected as national winner of SPARK’s 2016 Advisor Award for Plan Design & Administration, honored as Top-Earning Advisor at American Portfolios’ 2016 Leaders Conference, recognized as a New Jersey Leading Woman Entrepreneur by the Leading Women Entrepreneurs and Business Owners Initiative and recognized as NAPA Top Women Advisors of 2015.

“I am extremely honored to be included in this elite group and have the opportunity to share my ideas and experience. I look forward to being an active participant and working with my peers to bring even more great benefits to my clients,” said Jamie Greenleaf, Lead Advisor of CG.

Cafaro Greenleaf, founded in 1981 and long considered a pioneer in the Retirement Plan Consulting Industry, is a boutique firm comprised of professional retirement plan advisors and consultants to corporate, public, and institutional clients. Serving organizations along the East Coast and nationally, Cafaro Greenleaf provides extensive consulting services in the areas of retirement plan design, co-fiduciary services, investment advising, employee financial education and executive benefits. Cafaro Greenleaf is a growing advisor partnership with offices in NJ, MD, SC, FL, IN and TX.

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