Independence Wharf
470 Atlantic Avenue, 4th Fl
Boston, Massachusetts 02210
Tel: 617-535-6946 Fax: 617-535-6945
Customer Login

Who We Are

New England Retirement Consultants, LLC was founded in 2006 as an Independent Registered Investment Advisory firm. We do not have any Broker-Dealer affiliations.

New England Retirement Consultants has unique strengths. Our consultants are all senior-level and average 25 years as industry leaders. We serve legal, financial, healthcare and higher education institutions and foundations.

Improving plans for tomorrow is the goal as we provide forward-focused solutions that are fresh and innovative.
 

Glenn JensenGlenn A. Jensen is a Registered Investment Advisor and has earned the Accredited Investment Fiduciary® professional designation from Fiduciary360. He has received formal training in investment fiduciary responsibility. He has been providing retirement solutions for over 30 years beginning with TIAA-CREF. Before founding New England Retirement Consultants, Glenn was Vice President, New England Retirement Services office for Principal Financial Group. In addition to in depth plan design and investment advisory and consulting for 401k and 403b programs, Glenn has worked with clients with defined benefit plans for 25 years. He is an active member of New England Employee Benefits Council, Society for Human Resource Management and Healthcare Financial Management Association. He has completed the Callan College for Fiduciary Training and graduated with a BA from the City University of New York. Contact Glenn.Jensen@ne-rc.com
 
 

Jay GepfertJay Gepfert is a Registered Investment Advisor and Certified Investment Management Analyst (CIMA). Jay has spent more than 12 years providing retirement consulting investment advisory services to plan sponsors. Prior to being part of New England Retirement Consultants Jay was Regional Director for Russell Investments’ institutional business. He worked with clients’ investment committees to help them understand and develop investment strategies that use Russell’s consulting and multiple manager investment process. Jay started his investment career with Barclays Global Investors. Jay has a B.A. in History from Davidson College and volunteers with a variety of organizations including, Fairfield Jr. Babe Ruth, CT Make–A-Wish and is a past big brother in the Big Brother/ Big Sister Programs.  Presently he is on the Board of Trustee for Lauralton Hall and is the past president of Waccabuc Country Club. Contact Jay at: Jay.Gepfert@ne-rc.com
 
 

Chris CappelloChris Cappello has over 18 years of consulting experience in the corporate retirement plan industry. He was managing director of large market institutional sales with MassMutual Retirement Services and similarly with Principal Financial Group. With both firms, he consulted on 401(k), 403(b), Pension and Non-Qualified plans. He has extensive expertise in the areas of prudent plan design, investment management, compliance, employee education and vendor fee due diligence.

A Villanova University graduate with a BS in Business.  In his free time Chris sings in Rock Voices Choir, plays tennis and golf.   Chris can be reached at chris.cappello@NE-RC.com
 
 
 

Michael FallonMichael Fallon, F.S.A., M.A.A.A., E.A. Mike is a consulting actuary with over 30 years of experience in the field of pensions and employee retirement plans. He is a Fellow of the Society of Actuaries and a member of the American Academy of Actuaries. He is currently authorized to practice as an Enrolled Actuary in the U.S. under IRS rules and regulations. Mike has served as a consulting actuary and principal at a number of major New England consulting firms. His actuarial, consulting and employee benefit skills are highly respected throughout the region. He earned his B.A. degree in mathematics from Boston College. Contact Mike at Mike.Fallon@ne-rc.com
 
 
 

Doris V. FerulloDoris V. Ferullo has over 25 years experience as a senior operations and financial executive in healthcare organizations. Most recently, as the Chief Administrative & Financial Officer, of the Massachusetts Hospital Association, Doris had responsibility that included financial and human resources of the Association. She has extensive experience in all facets of retirement programs (both qualified and non-qualified) and HR functions. Doris interacted with CEO’s of healthcare organizations in both the profit and non-profit healthcare environment. Doris graduated from Salem State College and resides in Middleton, MA. Doris can reached at Doris.Ferullo@ne-rc.com