Hooker & Holcombe offers a full range of actuarial consulting. We assist clients with both complex and routine matters that affect their qualified and non-qualified pension/retirement plans. We consult with private sector employers, public sector employers, and non-profit organizations. Our clients include financial institutions, health care organizations, manufacturers, and municipalities, both large and small.
For more than 20 years we have been providing a complete range of administrative and recordkeeping services for 401(k) and other defined contribution plans. Whether transitioning from an existing retirement plan or establishing a new one, our highly experienced consultants will structure a targeted and cost effective solution for your plan needs.
Hooker & Holcombe Investment Advisors, Inc. has been providing independent, expert and comprehensive investment advice to institutional investors since 1996. Our clients include private sector, public sector, and non-profit entities that sponsor qualified and non-qualified retirement plans. With three CFA Charterholders on staff, and with more than 70 years of collective experience, we bring the skills and experience of seasoned investment professionals, along with the technology and processes used by large institutional investors to the local small and mid-sized retirement plan market place.
Hooker & Holcombe, Inc. has been providing public employers with consulting services since 1956 and on average our consultants have more than 22 years of experience. We have the background and expertise to understand the unique challenges posed by the obligations of public sector pension/retirement plans as well as those imposed by GASB 43 and 45. H&H consultants work with government employers to formulate workable alternatives to help meet specific goals in a flexible manner.