Mayflower Advisors
MCF Advisors, LLC
Boston, MA | mayfloweradvisors.com
Covington, KY | mcfadvisors.com
KEY CONTACT(S)
Steven Dimitriou 617.259.1767 | steve.dimitriou@mayfloweradvisors.com Jeffrey Mehne 617.259.1767 | jeffrey.mehne@mayfloweradvisors.com Joseph Kendall 617.259.1767 | joe.kendall@mayfloweradvisors.com
FIRM PROFILE Mayflower Advisors is a truly independent RIA focused on providing unbounded consulting and advisory services to corporate and notfor-profit retirement plan clients. We believe that education is critical to successful participant outcomes and the key to a well-appreciated employer benefit. We have been nationally recognized for our expertise and commitment to service and possess the knowledge, experience and scale to service plans of all sizes across the country.
PRIMARY MARKET(S) SERVED
NAPA FIRM PARTNERS
Broker-Dealers & RIAs
KEY CONTACT(S)
Dave Harris | 859.967.0991 | dharris@mcfadvisors.com Alyssa Potter | 859.967.0993 | apotter@mcfadvisors.com Clare Cady | 859.967.0992 | ccady@mcfadvisors.com
FIRM PROFILE MCF Advisors, LLC (“MCF”) is a privately held, SEC registered investment advisory firm founded in 2000. Since our inception, the MCF Institutional division has provided independent 3(21) or 3(38) fiduciary investment consulting services to defined contribution and defined benefit pension plans, endowments, foundations, and non-profit organizations. MCF’s Institutional division is comprised of a team of dedicated specialists focusing solely on delivering the highest level of consulting services to retirement plans and institutional investors. Our institutional services include: investment consulting, plan design, ERISA compliance, fiduciary training, employee education and retirement readiness guidance.
PRIMARY MARKET(S) SERVED
71 OPTIONS AVAILABLE • Recruiter for Retirement Plan Advisors
OPTIONS AVAILABLE
• 3rd Party Vendor Analysis Tool
• Other Tools
• Other Tools
• Benchmarking Tools
• Benchmarking Tools
• Participant Advice/Participant Services
• Participant Advice/Participant Services
• Internal Rollover Program
• CRM/Data Aggregation
• Allows Fiduciary Declaration 3(21)/3(38)
• Allows Fiduciary Declaration 3(21)/3(38)
• Custom Risk Based/Target Date Models
• Custom Risk Based/Target Date Models
• Plan Sponsor Fiduciary Training
• Plan Sponsor Fiduciary Training
• Stable Value Analysis
• Stable Value Analysis
HOME OFFICE EMPLOYEES SUPPORTING THE BUSINESS
HOME OFFICE EMPLOYEES SUPPORTING THE BUSINESS
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NAPA BLACK BOOK 2021