Jay is the National Practice Leader and Senior Vice President at Alliant Retirement Consulting. With over 20 years of experience in corporate retirement plans and investment consulting, he began his career on Wall Street with UBS and then MorganStanley before becoming a Principal at Mercer Defined Contribution Advisors in Atlanta, eventually joining Alliant in his current role.
Jay's focus is on assisting clients manage their fiduciary resonsibility by following a strict due diligence process. This includes aiding in the establishment of an Investment Policy Statement, conducting ongoing customized investment reviews, guiding vendor searches, and other consulting work that presents itself. Jay was named to the 2015, 2016, and 2017 Financial Times Top 401(k) Retirement Plan Advisors List***
Jay is Series 7, 65 and 63 registered and holds his BA from the Univeristy of Georgia. He lives in Johns Creek, GA with his wife Ashley and two daughters Caroline & Anna. He enjoys playing tennis and golf and spending his free time with friends and family.
- Provides guidance and advice for Plan Sponsors related to their retirement plans including defined contribution, defined benefit and nonqualified plans.
- Educates clients about plan trends & industry updates
- Manages vendor relationships and services and negotiates fees on behalf of clients and their participants.
- Mentors service team to continually raise the level of client satisfaction
- Customizes Requests for Proposals for vendor searches, including a custom weighting and ranking system and an excecutive summary
***The Financial Times Top 401 Investment Advisors is an independent listing produced by the Financial Times. The FT 401 is based on data gathered from firms and verified by broker-dealer home offices, regulatory disclosures, and the FT’s research. The listing reflects each advisor’s performance in seven primary areas, including DC assets under management, DC asset growth rate, specialization in DC business, years of experience advising DC plans, industry certifications, participation rate in DC plans and compliance records as identified by the FT. Neither the brokerages nor the advisors pay a fee to The Financial Times in exchange for inclusion in the FT 401.