Meet Our Staff
Actuarial and Benefit Consulting
Most of the consultants of Hooker & Holcombe, Inc. are also owners of the firm. They are Enrolled Actuaries and either
Associates or Fellows of the Society of Actuaries. These designations are the highest levels
of actuarial recognition in the United States and are gained only by passing a series of exams
that generally require five or more years of study and on-the-job experience. Our actuaries and
consultants are supported by a technical group of highly qualified analysts, clerical and administrative
personnel and an Information Systems unit.
Investment Advisory Consulting
Our consultants at Hooker & Holcombe Investment Advisors are experienced and credentialed professionals
who provide advisory services to retirement and pension plans in both the private and public sector.
Together our advisory consultants have more than 70 years of experience.
401(k) / Defined Contribution Plan Consulting
The consultants and staff of Hooker & Holcombe Retirement Services, Inc. specialize in services for all
types of defined contribution plans. For more than 20 years, they have been proactive in meeting the
needs of employers with 401(k) plans, ESOPs, 403(b) plans, 457 plans, and more.