Frank Picarelli

Vice President and Senior Consultant, New York
Segal Advisors
212.251.5452
fpicarelli@segaladvisors.com


Expertise

Mr. Picarelli joined The Segal Company in 1994 as director of the defined contribution services department, responsible for all aspects of defined contribution plan administration. In 1998, Mr. Picarelli became a senior consultant with Segal Advisors, the investment consulting affiliate of The Segal Company. In 2005, he was promoted to vice president. Mr. Picarelli specializes in providing defined contribution plan consulting services and vendor evaluation/selection services to a diverse client base.

Mr. Picarelli's responsibilities include assisting clients with:

  • Selecting and evaluating defined contribution services providers
  • Plan design and administrative and regulatory compliance for all types of defined contribution programs
  • Plan implementations and conversions
  • Ongoing investment monitoring and evaluation services

Professional Background

Prior to joining The Segal Company, Mr. Picarelli managed the installation/administration unit for a major financial institution providing daily participant recordkeeping and investment management services.

Mr. Picarelli has more than 25 years of experience in all aspects of defined contribution consulting and plan administration from a banking, insurance, mutual fund and consulting firm's perspective. He has been quoted in numerous business and trade publications.

Education/Professional Designations

Mr. Picarelli is a graduate of Queens College, NY.