SCHAUMBURG, IL (August 26, 2014) – Assurance is pleased to welcome the addition of Moira Hagy (nee Duffy) to its growing retirement services team – Assurance Financial Services (AFS). Moira, who will serve as a Vice President, brings over seven years of experience in retirement plan consulting. She specializes in helping retirement plan sponsors navigate the complex challenges inherent to their fiduciary responsibilities.
At Assurance, she will have a dedicated support team that focuses on providing high client service standards, including:
- Plan fee and design benchmarking
- Investment guidance
- Compliance support
- Education strategies
- Overall plan sponsor best practices
Moira graduated from the University of St. Thomas with a Bachelor of Arts degree in Philosophy. She holds her Series 6, 63, 65 and Illinois Insurance license and is currently pursuing an Accredited Investment Fiduciary (AIF) designation. Prior to joining Assurance, Moira worked for a retirement-focused consulting firm, where she helped mid-market plan sponsors optimize their retirement programs and remain in compliance with the IRS and DOL.
With respect to the hiring of Moira, Assurance’s President of Employee Benefits, Liz Smith, asserts that, “Moira is the perfect fit for our growing subsidiary – AFS.” She continued, “Her depth and creative thinking will help our clients maximize their retirement program potential and minimize their fiduciary exposure.”
Moira will be working out of Assurance’s new downtown office location at 111 N. Canal Street, Suite 550, Chicago, IL.
Assurance is among the largest and most awarded independent insurance brokerages in the U.S. A “Top 50” broker and repeated national “Best Place to Work” winner, Assurance creates value by minimizing risk and maximizing health for 6,000 businesses and individuals across the country. The company is headquartered in Schaumburg, IL with centralized office locations in Chicago, IL and St. Louis, MO. Visit Assurance at www.assuranceagency.com.