Financial Services


ING – U.S. Retirement Services

Expertise in Retirement Plans; Commitment to Healthcare

The ING family of companies (ING) has become a top provider of retirement programs for employers by providing a combination of value added services to plan sponsors and plan participants that leverages our expertise and local service presence. We are the #1 defined contribution plan provider in the United States based on number of plan sponsors over 52,000; #2 in the U.S. based on number of participants with 7 million; and #3 based on assets under management with $237 billion.1

For over 40 years, we have been providing innovative solutions for U.S. healthcare organizations’ retirement plans. As a leading plan provider, we manage over $8 billion in healthcare assets across more than 5,800 403(b), 401(k), and 457(b) plans, and 335,000 participants. We work closely with you throughout the lifecycle of your plan, from design to implementation and enrollment to ongoing, on-site participant service. It’s a strategy that works.

Change is constant in retirement plans today. Evolving IRS regulations, new plan oversight responsibilities, and, of course, the unpredictable stock market. As a retirement plan sponsor, you may be looking for a consistent solution in this rapidly shifting industry. We can offer your retirement plan a steady hand.

Contact:
Gavin T. Gruenberg, CFP®, Vice President
ING Financial Advisers, LLC
CA Insurance License #0C53815

1200 California Street, Suite 108
Redlands, CA 92374
909.798.3250 Office
860.580.0274 FAX
818.383.5663 Mobile
Email: Gavin.Gruenberg@us.ing.com

ING. Your future. Made easier. SM
Registered Representative of ING Financial Advisers, LLC (Member SIPC)

www.ing-usa.com
www.ingretirementplans.com

Insurance products, annuities and retirement plan funding issued by (third party administrative services may also be provided by) ING Life Insurance and Annuity Company. Securities are distributed by ING Financial Advisers, LLC (member SIPC), One Orange Way, Windsor, CT, 06095-4774

C10-0120-018 02/10

1Source: Pensions & Investments: Top DC Recordkeepers, 03.31.09

Keenan & Associates

Keenan is the largest privately held insurance brokerage/consulting firm in California. Keenan’s innovative solutions provide high quality, cost-effective insurance, employee benefits, and financial services. We specialize in proprietary programs for public agencies and healthcare organizations. Our expertise in risk management, claims services, and technology consistently exceeds customer expectations.

Innovative Solutions.

When it comes to meaningful answers to property & casualty as well as employee benefits challenges, Keenan & Associates is the specialist. We deliver innovative solutions designed specifically for California educational institutions, public agencies and healthcare organizations.

Enduring Principles.

Keenan’s philosophy has always been that solving the needs of our customers first and directly supporting our communities are good for our business. We continually present informational workshops and seminars on topics relevant to our customers, and provide scholarships for administrators to further their education and advancement.

Because of our specialized expertise in claims services and technology, we can help you offer higher quality, efficiency and cost effectiveness in your insurance and benefit programs, supported by more than 35 years of experience serving California.

Contact: Tim Crawford
(310) 212-0363 tcrawford@keenan.com
www.keenan.com

Lancaster Pollard

Lancaster Pollard is one of the nation’s largest groups of finance professionals specializing in the health care sector. The firm provides debt financing, financial advisory and investment advisory services to hospitals and has clients in 37 states.

Lancaster Pollard is one of few firms experienced with and qualified to offer financing using:

As such, we are one of few firms able to offer unbiased analysis and comparison as we help hospital leadership understand which option, or combination of options, best suits their unique credit profile and goals.

Contacts:
Anthony J. Taddey, Managing Director
ataddey@lancasterpollard.com
or
Jason Dopoulos, Vice President
jdopoulos@lancasterpollard.com

233 Wilshire Blvd, Suite 290
Santa Monica, CA 90401 | (310) 458-9180
www.lancasterpollard.com

Moss Adams LLP

Founded in 1913, Moss Adams LLP maintains one of the largest public accounting and consulting healthcare practices in the West, specializing in serving hospitals, medical clinics, community health centers, long-term care providers and other healthcare entities. The firm’s dedicated healthcare industry professionals have decades of experience and a strong focus on providing personalized attention for each client. In addition to traditional audit and tax services, Moss Adams offers consultation to assist with your coding, reimbursement, operational and compliance needs.

Contacts:

Lori Laubach, CPA, Partner
lori.laubach@mossadams.com 253-284-5256
1301 A ST STE 600
Tacoma, WA 98402
or
Eric D. Nicholson, CPA, Partner
eric.nicholson@mossadams.com 425-303-3020
2707 Colby AVE STE 801
Everett, WA 98201
or
Brian Conner, CPA, Partner
brian.conner@mossadams.com 209-955-6114
3121 W March Lane, STE 100
Stockton, CA 95219
or
DeVon Wiens, CPA, Partner
devon.wiens@mossadams.com 949-221-4060
2030 Main ST STE 1400
Irvine, CA 92614

www.mossadams.com

TIAA-CREF

TIAA-CREF has been a leading provider of retirement plans for over 90 years with one central mission – to seek to provide financial security suited to the needs of plan sponsors and their employees. As a leading provider of retirement plans, we serve thousands of doctors, nurses and other healthcare employees across the country with our primary goal of offering the most comprehensive retirement program at a competitive price. We do this by providing a range of distinctive services for plan sponsors and participants including:

Partner with a provider whose values are aligned with your own and dedicated to meeting the unique needs of the healthcare market. To learn more, please contact:

Michael O. McAtamney
Regional Director, Business Development
phone: 602-553-7707 email: mmcatamney@tiaa-cref.org
2398 East Camelback Road Suite 1000, Phoenix, AZ 85016
www.TIAA-CREF.org

* Through a third party tool –Ibbotson Associates

Investing involves risk of loss of principal.

Consider the investment objectives, risks, charges and expenses carefully before investing. Call 877 518-9161 or go to tiaa-cref.org for a prospectus that contains this and other information. Read the prospectus carefully before investing.

TIAA-CREF Individual & Institutional Services, LLC, and Teachers Personal Investors Services, Inc., members FINRA distribute securities products. Annuity contracts and certificates are issued by Teachers Insurance and Annuity Association (TIAA) and College Retirement Equities Fund (CREF), New York, NY.

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