Rich has an extensive background and experience with defined benefit plans, including cash balance plans. His defined benefit plan expertise includes benefit certification software design, retirement income studies, plan design work, and plan terminations. He performs defined benefit plan valuations, both qualified and non-qualified; monitors nondiscrimination requirements; performs benefit calculations; and consults with clients on spinoffs and mergers.

Rich was elected President of Hooker & Holcombe, Inc. after serving as the Practice Leader of the firm’s defined benefit unit for nine years.

He joined Hooker & Holcombe in 1995 after eight years of pension consulting experience with Kwasha Lipton. At Kwasha, he provided consulting services to several Fortune 500 companies.

Rich received his Bachelor of Science degree in Mathematics from Rensselaer Polytechnic Institute in 1985 and his Masters in Applied Mathematics from Rensselaer in 1986.

Rodger is President and Chief Investment Officer of Hooker & Holcombe Investment Advisors, Inc.(HHIA). He is also Chairman of the Board of Hooker & Holcombe, Inc., the parent company of HHIA. Rodger holds the designation of Chartered Financial Analyst (CFA) and heads the HHIA team of professionals who furnish advisory services to clients as well as serving as Chairman of the Board. Rodger provides institutional clients with investment consulting services, asset management services, asset allocation studies and investment evaluations.

Rodger’s investment capabilities and institutional money management experience brings an increased sophistication to the fund selection and monitoring process. He is also the Client Relationship Consultant for HHIA’s largest and most sophisticated clients, is responsible for directing the Asset Allocation and Fund Research efforts of HHIA and is the Chairman of the Model Portfolio Committee. Prior to joining HHIA, Rodger was with Hartford Investment Management Company, a subsidiary of Hartford Financial Services Corporation (HIG). He was a Vice President and Equity Portfolio Manager where his responsibilities included:
 

• Active and Passive Equity Portfolio Manager with over $4 billion in assets under management
• Liaison to the Hartford Mutual Fund Board of Directors with $50 billion in assets under management

Rodger earned a BA in Economics from St. Lawrence University and an MBA with a concentration in Finance from the University of Hartford. Rodger earned his Charter from the CFA Institute in 1994.

Arthur consults on many of our clients' 401(k) and defined contribution plans. He has a leading role in the marketing and development of our firm's defined contribution products, services, and systems. He also has responsibility for developing and maintaining various alliance relationships for bundled defined contribution services.

Arthur joined Hooker & Holcombe in 1987. His professional experience includes 12 years of pension experience at Connecticut General Life Insurance Company.

Arthur is a graduate of Wesleyan University with a Bachelor of Arts degree in Economics and Sociology. 

Arthur serves on the Board of Directors of the Connecticut Chapter of the National Institute of Pension Administrators (NIPA). He is also a Corporator of the Middlesex Health Care Corporation.

Defined benefit plan consulting and administration are Shirley's specialties. She is responsible for reviewing and analyzing client retirement programs, conducting valuations and communicating their results, and working with clients on mergers and acquisitions. She has assisted plan sponsors with plan design and cost estimates, early retirement windows, benefit certifications and compliance consulting. Her clients include mid-sized employers and municipal plans.

Shirley has 25 years of experience with pension issues. She came to Hooker & Holcombe in 2000 after seven years as a pension consultant with Milliman & Robertson. She also served as Assistant Director of the Group Pension Department while at the Travelers.

Shirley received her Bachelor of Arts degree in Mathematics from the University of Hartford.

At H&H Stu is responsible for implementing new client engagements and setup of the consulting team. Servicing multi-tiered client projects is also a key responsibility. Stu is one of the people who leads the effort to find quality solutions and answers to clients' problems.

Stu has worked in the retirement plan business for over 15 years. He has provided retirement plan assistance and consulting to large and midsize U.S. and foreign-based organizations, endowments, health care organizations and manufacturers. His areas of expertise include defined benefit and defined contribution services as well as non-qualified executive benefits.

Stu is also an Investment Consultant with Hooker & Holcombe Retirement Services, Inc., a wholly-owned subsidiary of Hooker & Holcombe, Inc.

Stu earned his degree in Chemistry from William Paterson University and did undergraduate work at Rutgers University.

Tim has 20 years of experience in the pension consulting area. Tim's consulting experience includes qualified & nonqualified defined benefit and defined contribution plans for both corporate and public sector clients. He is responsible for pension valuation work, discrimination testing, FASB and GASB reporting, as well as plan design work.

Prior to H&H Tim was associated with The Heintzberger Company in Portland, Oregon where his management functions included supervising and reviewing the work performed by the actuarial unit. He was also involved in development of continuing education programs. Prior to this time Tim was employed by Independent Actuaries, Inc. and William M. Mercer, Inc.

Tim earned a Bachelor of Science in Mathematics with honors from the University of New Mexico.

Ron is a graduate of Lebanon Valley College with a B.S. in Actuarial Science.

Since joining the pension consulting field in 1995, Liz has developed many strong relationships with her various corporate, not-for-profit, utility, and municipal clients through the wide range of services that she has provided. These services include communication of actuarial valuation results, consultation regarding both FASB and GASB financial statement accounting issues, and assistance with plan redesign and retirement income studies. In addition, Liz has helped clients deal with a variety of plan administration issues, enhancing her ability to provide a well-rounded approach to client service.

Liz has an in-depth understanding of the technical aspects of her work, including topics such as the complex nondiscrimination testing requirements for pension plans. Strong communication skills complement Liz’s technical capabilities, enhancing her ability to provide effective, pro-active consulting.

In addition to her experience with defined benefit pension plans, Liz also has worked extensively with non-qualified executive retirement plans, corporate and municipal postretirement welfare plans (including funded VEBA arrangements), and target benefit plans.

Prior to joining Hooker & Holcombe, Inc. in 1997, Liz worked for two years at Hewitt Associates.

Liz graduated from Brown University in 1995 with a Bachelor of Science degree in Applied Mathematics.

Evan (“Bill”) has over 25 years of actuarial experience and recently joined H&H after serving as a consulting pension actuary with a national actuarial firm. He has experience dealing with both public sector and corporate clients. His areas of expertise include nondiscrimination testing, union negotiations, DROP plans, pension plan design, annuity purchases, FASB and GASB reporting.

Bill published solutions to the enrolled actuary exams for six years and has been a past pension chairman of the Hartford Actuaries Club. He has also been a speaker at the Enrolled Actuaries Meeting and has taught a class in pension fundamentals for ASPA.

Bill graduated from Butler University in 1978 with an undergraduate degree in Mathematics. In 1985, he graduated from the University of Connecticut with a Master’s degree in Actuarial Science.

Bill is a member of the US Government Finance Officers Association and the CT Government Finance Officers Association.