Blue Prairie Group is pleased to announce their selection as one of the top retirement plan advisory firms in the country by PLANADVISER. Click here to read the full press release.
Blue Prairie Group (“BPG”) is pleased to announce the addition of industry veteran Michael Rom and his firm, PENSION INSIGHT, to its network of retirement consultants. Mr. Rom will lead the San Francisco office of Blue Prairie Group and will maintain an independent business model. Click here to read the full press release.
Blue Prairie Group’s Carmela Elco, Managing Director and Senior ERISA Consultant, has recently become a Certified Behavioral Finance Analyst (CBFA). With this certification, Carmela became one of a select few who is qualified to work with plan sponsors to assess the behavioral health of their retirement plans, implement a tailored set of recommendations for improvement, and then measure success overtime using the PlanSuccess System. Carmela is the second consultant from Blue Prairie Group to earn this designation – Paul Sommerstad, ERISA Consultant, received the designation last year. Please click here to read the full press release.
The Center for Fiduciary Management (CFFM), makers of the FiRM and RFP Director retirement advisor toolsets, announces the availability of the first of several Stable Value monitoring and analysis tools for ERISA-focused retirement plan advisors. Click Here for the Full Press Release
Chicago, IL – Blue Prairie Group’s Carmela Elco, Managing Director and Senior ERISA Consultant, was named as one of the top Women Advisors in the country by the National Association of Plan Advisors(NAPA). According to NAPA, this list recognizes leaders among the growing number of women “making significant contributions to this field” and who are “in a league of their own.” Carmela was selected frommore than 450 nominees who were voted on by roughly 12,500 industry professionals. “I am so pleased to be named by NAPA as one of the MVP Top Women Advisors in the country. This recognition is [ read more ]
Gary Silverman, Blue Prairie Group’s Chief Investment Officer and Wealth Management Practice leader was recognized by Chicago Magazine as a Five Star Wealth Manager. The nomination process relied on one of three sources – firm nomination, peer nomination and pre-qualification based on industry standing – to identify award candidates. Each award candidate was evaluated against 10 objective criteria such as client retention rates, client assets administered and a favorable regulatory and complaint history.
BLUE PRAIRIE GROUP ANNOUNCES A PARTNERSHIP WITH FIRST BANKERS TRUST SERVICES Chicago, IL – August 3, 2015 – Blue Prairie Group (“BPG”), a Chicago-based institutional retirement and investment consulting firm, is pleased to announce a partnership with First Bankers Trust Services (“FBTS”) to provide FBTS’ clients with enhanced investment research expertise, improved client reporting capabilities, and a state-of-the-art technology platform. Leveraging Blue Prairie’s in-house, CFA-led investment research team and proprietary investment databases, First Bankers Trust Services will be rolling out an array of enhanced reporting and due diligence capabilities in the upcoming quarters including: Quarterly Investment Monitoring Reports, an annual Plan Health Report, Stable Value Due [ read more ]
FOR IMMEDIATE RELEASE Philadelphia —Carmela Elco of Blue Prairie Group was selected as a delegate to the National Association of Plan Advisors’ (NAPA) DC Fly-In Forum, an exclusive gathering of the nation’s leading retirement plan advisors. As a forum delegate, Carmela met in Washington, D.C. to listen to and brief top congressional leaders about the importance and future of the nation’s workplace retirement plans, and, as advocates for the employers and participants they work with, shared how proposed laws and regulations might impact American workers’ retirement security. Carmela, a member of NAPA, is one of approximately 200 delegates who participated [ read more ]
Chicago, IL – Blue Prairie Group LLC is pleased to announce that it received the Leadership 500 Excellence Award for outstanding achievements in leadership and staff development programming. The company is a 2015 Top 10 Finalist in the Leadership Excellence Awards Program, Small Company category for its high impact, “Staff Development, the Key to Company Growth” program. Leadership 500 Excellence Award winners were announced March 31 at a Lead500 conference in Dallas, keynoted by former President Bill Clinton. The award recipients were judged by a panel of leadership experts and selected based on an application and nomination process, as well [ read more ]
Chicago, IL – April 29, 2015 – Blue Prairie Group (“BPG”), a Chicago-based institutional retirement, wealth management and investment consulting firm, is pleased to announce its recent CEFEX (Centre for Fiduciary Excellence) Certification. BPG joins an elite group of Investment Advisors to successfully complete the independent certification process. The CEFEX standard describes how an Investment Advisor assumes the responsibility for managing a client’s overall investment management process, which includes the selection, monitoring and deselection of investment managers, as well as developing processes to implement investment strategies and fiduciary practices on an ongoing basis. “Through CEFEX’s independent assessment, the certification provides [ read more ]
Chicago, IL – April 14, 2015 – Blue Prairie Group (“BPG”), a Chicago-based institutional retirement and investment consulting firm, is pleased to announce the addition of Rick Harris to its growing network of retirement consultants. Mr. Harris will lead the Salem, Oregon office of Blue Prairie Group as part of BPG’s advisor affiliate program. As practice leader for the higher education and non-profit spaces, he will play a vital part in developing new business in these markets. “I am excited to be associated with Blue Prairie Group,” said Rick Harris. “They are truly a top-tier retirement and investment consulting firm [ read more ]
Chicago, IL – March 17, 2015 – Blue Prairie Group (“BPG”), a Chicago-based institutional retirement and investment consulting firm, is pleased to announce a new partnership with the Plan Sponsor Council of America (“PSCA”) to provide an online ERISA fiduciary training program for their clients. PSCA developed a new online fiduciary training program that provides a certificate of completion for fiduciaries that complete a series of modules and pass corresponding tests. “While we have provided fiduciary education and training for more than a decade, we felt the PSCA program does a nice job of providing essential fiduciary training for plan [ read more ]
Chicago, IL – March 5, 2015 – Blue Prairie Group (“BPG”), a Chicago-based institutional retirement, wealth management and investment consulting firm, is pleased to announce the addition of new equity partner and Director of Research, Constantine “Connie” Mulligan. Connie’s career in the institutional and wealth management investment space began over 10 years ago, during which time he has worked extensively with both institutional and wealth management clients. Prior to joining Blue Prairie Group three years ago, Connie worked at RH Financial Group, where he managed client portfolios and conducted investment and asset allocation research. While at Blue Prairie Group, he [ read more ]
Blue Prairie Group (“BPG”), a Chicago-based institutional retirement and investment consulting firm, is pleased to announce the addition of two industry veterans, Jere Cowden and Mark Muto, to its growing network of retirement consultants. Mr. Cowden and Mr. Muto will lead the Pittsburgh office of Blue Prairie Group as part of Blue Prairie Group’s advisor affiliate program. “The partnership with Blue Prairie Group allows us to leverage the scale and efficiencies of a larger, nationally recognized firm, while delivering personalized local consulting services to our clients,” said Jere Cowden. “We are also very confident this partnership will help to propel [ read more ]
San Francisco, CA – September 24, 2014 – Leading ERISA retirement consulting firm Blue Prairie Group partnered with Retiremap to win a PSCA Signature Award with “High Distinction” for the Financial Wellness program it developed on behalf of a plan sponsor client. The Signature Award was presented at the Plan Sponsor Council of America’s 67th Annual National Conference held in Miami, Florida. A short video overview of the Retiremap program is available here: RetiremapHQ.com/tour Using Retiremap’s Plan For Your Future iPad workshops and working closely with the client, Blue Prairie Group education specialists achieved the following results for its client: [ read more ]
Chicago, IL – April 9, 2014 – Blue Prairie Group (“BPG”), a Chicago-based institutional retirement and investment consulting firm, is pleased to announce the addition of defined contribution industry veteran, Carmela Elco, to its growing network of affiliated retirement consultants. Ms. Elco will lead the Philadelphia office of Blue Prairie Group and will maintain an independent business model. “I am excited by the opportunity to join a successful ERISA-focused advisory firm like Blue Prairie Group,” said Carmela. “The affiliation with Blue Prairie Group provides my clients with access to a powerful suite of proven tools and resources, while giving me [ read more ]
SAN FRANCISCO, October 1, 2013 — Leading ERISA retirement consulting firm Blue Prairie Group is now using iPads to educate employees and measurably improve retirement readiness with the Retiremap program from Boulevard R. The new Retiremap Plan For Your Future iPad workshops offer an independent, employer-centric solution to engage employees, while helping plan advisors reach more employees in less time. A short video overview is available here: RetiremapHQ.com/tour “We successfully implemented the Retiremap employee education software with several of our clients and each implementation has worked as intended. The meetings have been well attended and employees love to receive a [ read more ]
Chicago, IL – August 1, 2013 – Blue Prairie Group (“BPG”), a Chicago-based institutional retirement and investment consulting firm, is pleased to announce the addition of a new ERISA Consultant, Paul Sommerstad. Paul has worked in the retirement consulting space for nearly 10 years. Prior to joining Blue Prairie Group, Paul worked at a Minneapolis-based investment advisory firm as an Account Executive where he managed and consulted over 40 separate 401(k), 403(b) and pension plans. Paul also assisted in investment research and was a non-voting member of the investment committee. Ty Parrish, Blue Prairie Group’s Managing Partner, said, “We are [ read more ]