Hooker & Holcombe Enhances Retirement Services Expertise

WEST HARTFORD, Conn., March 10, 2017 /PRNewswire/ -- Hooker & Holcombe, a regional leader in actuarial, investment advisory and retirement plan consulting, is pleased to welcome Terrence Smith, Jr. to the firm as consultant and practice leader for its retirement services group.  In this role, Terry is responsible for direct oversight of the firm's defined contribution recordkeeping and third-party administration (TPA) services, with a focus on service quality and customer satisfaction.  He works closely with clients, providing strategic insight to help them identify, achieve and exceed their retirement plan goals.   

In the industry for more than 20 years, Terry has extensive knowledge spanning all aspects of defined contribution plan design, implementation, investments and administration.  Terry's broad expertise enables him to evaluate each client's needs from a unique perspective, ensuring the delivery of a customized solution.

Prior to joining H&H, Terry was with USI Consulting Group's Defined Contribution department where he served as assistant vice president and account manager.  Previous positions include managing director, defined contribution group for Fidelity Investments, implementation manager for Wachovia Bank and client manager for Charles Schwab Retirement Plan Services. 

Terry graduated from the University of Akron with a bachelor's degree in business administration.  He is a registered FINRA representative and holds series 6 and 63 securities licenses.  Terry also earned Certified Pension Consultant (CPC), Qualified Plan Administrator (QPA), Qualified 401(k) Administrator (QKA) and Chartered Financial Analyst (CFA) designations.  He is a member of the American Society of Pension Professionals and Actuaries, and the CFA Society Hartford.   

"I am confident that Terry's experience in the retirement consulting industry, coupled with his commitment to achieving the best client solution, will make him a valuable asset to our firm, our clients and their participants," said the firm's president, Richard S. Sych. 

About Hooker & Holcombe
Hooker & Holcombe, founded in 1956, is a leading regional provider of comprehensive and integrated actuarial, investment advisory and retirement plan consulting services. Through the expertise of dedicated and knowledgeable professionals, the firm designs and implements customized retirement plan programs based on proven best practices and technology that exceed client expectations.  The firm also provides wealth management services for individuals seeking customized retirement plan strategies.  Investment advice is offered through Hooker & Holcombe Investment Advisors, Inc., an SEC Registered Investment Adviser. For more, visit hhconsultants.com.

MEDIA CONTACT:         
Peg Brooker, Director, Marketing & Communications
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860.856.2129

SOURCE Hooker & Holcombe

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