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News & Views | Q 2020                                                                              Page 4 of 4





             About NFP


             NFP is a leading insurance broker and consultant that provides employee benefits, specialized property and casualty,
             retirement, and individual private client solutions through our licensed subsidiaries and affiliates. Our expertise is
             matched by our commitment to each client’s goals and is enhanced by our investments in innovative technologies in
             the insurance brokerage and consulting space.
             NFP has more than 5,700 employees and global capabilities. Our expansive reach gives us access to highly rated
             insurers, vendors, and financial institutions in the industry, while our locally based employees tailor each solution to
             meet our clients’ needs. We’ve become one of the largest insurance brokerage, consulting, and wealth management
             firms by building enduring relationships with our clients and helping them realize their goals.
             Recently NFP was named the 2nd largest retirement plan aggregator firm, as ranked by Investment News; the 6th
             largest US-based privately owned broker, the 5th largest benefits broker by global revenue, and the 8th best place to
             work in insurance by Business Insurance; the 10th largest property and casualty agency by total 2019 P&C revenue by
             Insurance Journal; the 13th largest broker of US business by Business Insurance; and the 13th largest global insurance
             broker by Best’s Review.

             For more information, visit nfp.com.









             NFP GOVERNMENTAL RETIREMENT PLAN EXPERTISE

                                          Bill Tugaw is the governmental plan practice leader for NFP. He has assisted public
                                          sector employers in meeting the fiduciary obligations associated with operating
                                          their plans for more than 30 years. Bill is a faculty instructor for the International
                                          Foundation of Employee Benefit Plans (IFEBP) on public sector 457(b), 401(a)
                                          and 403(b) plans. Bill is frequently invited to lecture on employee benefits, post-
                                          employment health plan options, requests for disclosure and requests for proposals.
                                          Bill is co-author of two books: Deferred Compensation / Defined Contribution: New
                                          Rules / New Game for Public and Private Plans, and Defined Contribution Decisions: The
                                          Education Challenge.

                                          bill.tugaw@nfp.com | P: 650.888.8983


















        This material was created to provide accurate and reliable information on the subjects covered but should not be
        regarded as a complete analysis of these subjects. It is not intended to provide specific legal, tax or other professional
        advice. The services of an appropriate professional should be sought regarding your individual situation.
        Investment advisory services offered through NFP Retirement, Inc., a registered investment adviser.
        NFPR-2020-209 ACR#359120 09/20
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