Benefits Information

Since it is the new year, I wanted to list vendors who have indicated they are available to assist ex-Hellerites with health benefit and 401k information.

Health, Dental, Vision

Please contact me for information regarding the transition from COBRA or your exisitng group plan to a customized, affordable corporate style benefit package for individuals.

DARIN WRIGHT , M.A.
Mega Life and Health Insurance, a Healthmarkets company
www.healthmarkets.com
212 Jackson St.
San Jose, Ca.
510-289-3700 direct

e-mail: darin.wright@nase.org

401k

Frederick A. Nelson, CFP
Financial Advisor
Merrill Lynch
1111 Broadway – 22nd Floor
Oakland, Ca 94607
510-267-8500
510-269-4743( Fax )
Email: frederick_nelson@ml.com
Web page: http://fa.ml.com/FREDERICK_NELSON

401k

“Retirement accounts and benefits can seem intimidating, but in times of transition it is a great opportunity to evaluate your options. If anyone has questions about 401k plans, profit sharing plans, ect. please feel free to give me a call or send me an email. My partner and I are financial advisors for a major Wall Street firm and we specialize in helping individuals with their retirement accounts. We have worked with many people from Heller in the past and would be glad to answer any questions you may have.”

The Berry Group
Christopher Hereford
Financial Advisor
(858) 456-3612
christopher_hereford@ml.com
http://fa.ml.com/berrygroup

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1 Response to “Benefits Information”


  1. 1 Another Former Associate 2 January 2009 at 2:59 am

    I’m wary of “vendors,” consultants, and the like in the benefits area. I see them mostly as salesmen of various types.

    I’d rather get my advice from a source such as Vanguard or Schwab, where sales incentives will play far less of a role in any advice received.

    Just IMHO.


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