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Steven Ortiz
Vice President, National Accounts
320 Park Avenue
New York, NY 10022
212.224.2134
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New York, NY 10022
News
Connections - 12.18.25
SECURE 2.0 Act: What You Need to Know to Prepare for 2026
Connections - 07.29.25
4 Tips for Making Your Retirement Plan Work Better for You & Your Employees
Connections - 04.26.25
How to Avoid Common Retirement Plan Administration Errors
Events & Trainings
February 10, 2026
Partner PresentationMarket Volatility: Staying the Course for a Secure Retirement
September 02, 2025
Partner PresentationUsing Benchmarking to Increase the Competitiveness of Your Retirement Plan